· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOE SULLIVAN LAW OFFICE, PLLC — JOE SULLIVAN LAW OFFICE, PLLC 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230918162758NAL0019946995001
JOE SULLIVAN LAW OFFICE, PLLC
Form 5500-SF
FILING_RECEIVED
JOE SULLIVAN LAW OFFICE, PLLC 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOE SULLIVAN LAW OFFICE, PLLC
.
Find decision makers
Plan sponsor
Name
JOE SULLIVAN LAW OFFICE, PLLC
EIN
81-5367264
Address
334 ERICKSEN AVENUE NE · BAINBRIDGE ISLAND, WA · 98110
Phone
(206) 817-0800
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-18
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
ZEIGLER COHEN & KOCH
ZEIGLER COHEN & KOCH PROFIT SHARING PLAN
$1.9M · 13 participants
COHEN HOWARD
COHEN HOWARD 401(K) PLAN
$1.9M
SMITH & FAWER, L.L.C.
SMITH & FAWER, L.L.C. PROFIT SHARING PLAN
$1.9M · 10 participants
SCOTT W. SWINDELL ATTORNEY AT LAW, PC
SWINDELL LAW 401(K) PROFIT SHARING PLAN
$1.9M · 2 participants
ABOULAFIA LAW FIRM LLC
ABOULAFIA LAW FIRM LLC 401(K) PROFIT SHARING PLAN
$1.9M · 2 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
J. MICHAEL GAULDIN 401(K) PLAN
J. MICHAEL GAULDIN 401(K) PLAN
$1.9M · 5 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
