Original filing (PDF)20251009115135NAL0010880000001

DWYER PEMBERTON & COULSON, P.C.

Name: DWYER PEMBERTON & COULSON, P.C. — D P & C 401(K) PLAN, Form 5500 (2024)
Creator: DWYER PEMBERTON & COULSON, P.C.

Form 5500-SF

FILING_RECEIVED

D P & C 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

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 DWYER PEMBERTON & COULSON, P.C..

Plan sponsor

Name

DWYER PEMBERTON & COULSON, P.C.

EIN

91-1503183

Address

P.O. BOX 1614 · TACOMA, WA · 984011614

Phone

(253) 572-9922

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

HUNNEX AND SHOEMAKER, INC.

EIN

91-1072394

City

SEATTLE, WA

Phone

—

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

2E · Profit-sharing

2F · ERISA section 404(c)

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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