Original filing (PDF)20250514112722NAL0018753073001

LOUGHNEY AND ASSOCIATES

Name: LOUGHNEY AND ASSOCIATES — LOUGHNEY AND ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: LOUGHNEY AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

LOUGHNEY AND ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOUGHNEY AND ASSOCIATES.

Plan sponsor

Name

LOUGHNEY AND ASSOCIATES

EIN

46-2528673

Address

201 NE PARK PLAZA DRIVE, SUITE 166 · VANCOUVER, WA · 98684

Phone

(360) 901-6039

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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