Original filing (PDF)20250724135403NAL0013747586001

CLUKEY-ELLIOTT, LLC

Name: CLUKEY-ELLIOTT, LLC — CLUKEY-ELLIOTT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CLUKEY-ELLIOTT, LLC

Form 5500-SF

FILING_RECEIVED

CLUKEY-ELLIOTT, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 CLUKEY-ELLIOTT, LLC.

Plan sponsor

Name

CLUKEY-ELLIOTT, LLC

EIN

47-2609127

Address

10034 SE 218TH PL · KENT, WA · 98031

Phone

(206) 947-9085

Industry

Real Estatesee 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

2025-07-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

DHL VENTURES, INC.

DHL VENTURES, INC. DEFINED BENEFIT PLAN AND TRUST

$1.2M · 2 participants

KWG, INC.

KWG, INC. 401(K) PLAN

$1.2M · 3 participants

FLORIDA REALTY RESULTS LLC

FLORIDA REALTY RESULTS LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 11 participants

DANIEL N. HERTZBERG, P.A.

DANIEL N. HERTZBERG, P.A. RETIREMENT PLAN AND TRUST

$1.2M · 4 participants

ANDERSON REAL ESTATE GROUP

ANDERSON REAL ESTATE GROUP 401(K) PROFIT SHARING PLAN