Original filing (PDF)20231211144134NAL0023514625001

SHINSTROM & NORMAN, INC

Name: SHINSTROM & NORMAN, INC — SHINSTROM & NORMAN, INC. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: SHINSTROM & NORMAN, INC

Form 5500-SF

FILING_RECEIVED

SHINSTROM & NORMAN, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 SHINSTROM & NORMAN, INC.

Plan sponsor

Name

SHINSTROM & NORMAN, INC

EIN

91-1191945

Address

P.O. BOX 638 · KIRKLAND, WA · 980830638

Phone

(425) 827-6200

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-12-04

Filed

2023-12-11

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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