Original filing (PDF)20240418182618NAL0002855811001

JAMES E. SANDERS

Name: JAMES E. SANDERS — JAMES E. SANDERS AGE-WEIGHTED PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JAMES E. SANDERS

Form 5500-SF

FILING_RECEIVED

JAMES E. SANDERS AGE-WEIGHTED PROFIT SHARING PLAN

Defined-contribution 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 JAMES E. SANDERS.

Plan sponsor

Name

JAMES E. SANDERS

EIN

91-1427457

Address

883 SOUTH MARKET BOULEVARD · CHEHALIS, WA · 98532

Phone

(360) 748-8833

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-30

Filed

2024-04-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Service providers (Schedule C)

Small plans don't disclose service providers

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