Original filing (PDF)20251009121028NAL0003554195001

PROCTOR COMPANY

Name: PROCTOR COMPANY — PROCTOR COMPANY 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PROCTOR COMPANY

Form 5500-SF

FILING_RECEIVED

PROCTOR COMPANY 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

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 PROCTOR COMPANY.

Plan sponsor

Name

PROCTOR COMPANY

EIN

91-1224430

Address

2840 NORTHUP WAY, SUITE 220 · BELLEVUE, WA · 98004

Phone

(425) 451-9697

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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