Original filing (PDF)20250407152952NAL0018647953001

WILLIAMS & NULLE, A PROFESSIONAL LIMITED LIABILITY COMPANY

Name: WILLIAMS & NULLE, A PROFESSIONAL LIMITED LIABILITY COMPANY — WILLIAMS & NULLE, A PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: WILLIAMS & NULLE, A PROFESSIONAL LIMITED LIABILITY COMPANY

Form 5500-SF

FILING_RECEIVED

WILLIAMS & NULLE, A PLLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

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 WILLIAMS & NULLE, A PROFESSIONAL LIMITED LIABILITY COMPANY.

Plan sponsor

Name

WILLIAMS & NULLE, A PROFESSIONAL LIMITED LIABILITY COMPANY

EIN

91-0593897

Address

407 PINE STREET · MT. VERNON, WA · 98273

Phone

(360) 336-6611

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-07

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)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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