· 2022–2024 · DOL EFAST2

HEURLIN, POTTER, JAHN, LEATHAM, HOLTMANN & STOKER, P.S. — HEURLIN, POTTER, JAHN, LEATHAM, HOLTMANN & STOKER, P.S., 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240416181529NAL0001431457001

HEURLIN, POTTER, JAHN, LEATHAM, HOLTMANN & STOKER, P.S.

Form 5500-SF

FILING_RECEIVED

HEURLIN, POTTER, JAHN, LEATHAM, HOLTMANN & STOKER, P.S., 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

5

Accounts w/ balance

7

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

89

/ 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

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEURLIN, POTTER, JAHN, LEATHAM, HOLTMANN & STOKER, P.S..

Plan sponsor

Name

HEURLIN, POTTER, JAHN, LEATHAM, HOLTMANN & STOKER, P.S.

EIN

91-2141570

Address

P.O. BOX 611 · VANCOUVER, WA · 98666

Phone

(360) 750-7547

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-16

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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