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Original filing (PDF)20240719144053NAL0004498771001
HENRY GALLERY ASSOCIATION
Form 5500-SF
FILING_RECEIVED
HENRY ART GALLERY RETIREMENT PLAN
403(b) retirement plan
Active participants
23
Accounts w/ balance
65
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENRY GALLERY ASSOCIATION.
Plan sponsor
Name
HENRY GALLERY ASSOCIATION
DBA
HENRY ART GALLERY
EIN
23-7052537
Address
UNIVERSITY OF WASHINGTON · BOX 351410 · SEATTLE, WA · 981951410
Phone
(206) 616-2619
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-19
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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