Original filing (PDF)20250426103747NAL0015659536001

GIBSON AND FELKER, LLP

Name: GIBSON AND FELKER, LLP — GIBSON & FELKER 401(K) PLAN, Form 5500 (2023)
Creator: GIBSON AND FELKER, LLP

Form 5500-SF

FILING_RECEIVED

GIBSON & FELKER 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 GIBSON AND FELKER, LLP.

Plan sponsor

Name

GIBSON AND FELKER, LLP

EIN

91-1747150

Address

7419 SE 24TH ST · MERCER ISLAND, WA · 98040

Phone

(206) 232-2623

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-26

Pension benefit codes

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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