| Plan Name | JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JOHNSON & SHUTE, P.S. |
| Employer identification number (EIN): | 911394728 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
Additional information about JOHNSON & SHUTE, P.S.
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 1987-12-23 |
| Company Identification Number: | 601060538 |
| Legal Registered Office Address: |
11130 NE 33RD PLACE STE 102 BELLEVUE United States of America (USA) 98004 |
More information about JOHNSON & SHUTE, P.S.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | KIMBERLY GREEN | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | KIMBERLY GREEN | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | JAMES R. CARRITHERS | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | JAMES R. CARRITHERS | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | JAMES R. CARRITHERS | |||
| 001 | 2017-01-01 | JAMES R. CARRITHERS | |||
| 001 | 2016-01-01 | JAMES R. CARRITHERS | |||
| 001 | 2015-01-01 | JAMES R. CARRITHERS | |||
| 001 | 2014-01-01 | JAMES R. CARRITHERS | |||
| 001 | 2013-01-01 | JAMES R. CARRITHERS | |||
| 001 | 2012-01-01 | JAMES R. CARRITHERS | |||
| 001 | 2011-01-01 | JAMES R CARRITHERS | |||
| 001 | 2009-01-01 | JAMES R CARRITHERS |
| Measure | Date | Value |
|---|---|---|
| 2024 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2024 401k financial data | ||
| Total income from all sources | 2024-01-01 | $743,053 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $1,111,374 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $1,111,374 |
| Total plan assets at end of year | 2024-01-01 | $4,789,662 |
| Total plan assets at beginning of year | 2024-01-01 | $5,157,983 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $210,357 |
| Other income received | 2024-01-01 | $438,625 |
| Net income (gross income less expenses) | 2024-01-01 | $-368,321 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $4,789,662 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $5,157,983 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $94,071 |
| 2023 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $864,036 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $241,651 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $241,651 |
| Total plan assets at end of year | 2023-12-31 | $5,157,983 |
| Total plan assets at beginning of year | 2023-12-31 | $4,535,598 |
| Value of fidelity bond covering the plan | 2023-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $189,772 |
| Other income received | 2023-12-31 | $584,021 |
| Net income (gross income less expenses) | 2023-12-31 | $622,385 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,157,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,535,598 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $90,243 |
| 2022 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $-134,637 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $163,208 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $163,208 |
| Total plan assets at end of year | 2022-12-31 | $4,535,598 |
| Total plan assets at beginning of year | 2022-12-31 | $4,833,443 |
| Value of fidelity bond covering the plan | 2022-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $197,567 |
| Other income received | 2022-12-31 | $-420,961 |
| Net income (gross income less expenses) | 2022-12-31 | $-297,845 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,535,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,833,443 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $88,757 |
| 2021 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
| Total income from all sources | 2021-12-31 | $881,100 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $37,134 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $37,134 |
| Total plan assets at end of year | 2021-12-31 | $4,833,443 |
| Total plan assets at beginning of year | 2021-12-31 | $3,989,477 |
| Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $205,132 |
| Other income received | 2021-12-31 | $594,374 |
| Net income (gross income less expenses) | 2021-12-31 | $843,966 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,833,443 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,989,477 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $81,594 |
| 2020 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $508,201 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $19,564 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $19,564 |
| Total plan assets at end of year | 2020-12-31 | $3,989,477 |
| Total plan assets at beginning of year | 2020-12-31 | $3,500,840 |
| Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $230,037 |
| Other income received | 2020-12-31 | $198,561 |
| Net income (gross income less expenses) | 2020-12-31 | $488,637 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,989,477 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,500,840 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $79,603 |
| 2019 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $740,360 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $102,891 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $102,891 |
| Total plan assets at end of year | 2019-12-31 | $3,500,840 |
| Total plan assets at beginning of year | 2019-12-31 | $2,863,371 |
| Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $240,869 |
| Other income received | 2019-12-31 | $419,720 |
| Net income (gross income less expenses) | 2019-12-31 | $637,469 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,500,840 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,863,371 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $79,771 |
| 2018 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $93,734 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,612 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $2,612 |
| Total plan assets at end of year | 2018-12-31 | $2,863,371 |
| Total plan assets at beginning of year | 2018-12-31 | $2,772,249 |
| Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $211,268 |
| Other income received | 2018-12-31 | $-191,605 |
| Net income (gross income less expenses) | 2018-12-31 | $91,122 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,863,371 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,772,249 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $74,071 |
| 2017 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $605,172 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,141,712 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,141,712 |
| Total plan assets at end of year | 2017-12-31 | $2,772,249 |
| Total plan assets at beginning of year | 2017-12-31 | $3,308,789 |
| Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $223,848 |
| Other income received | 2017-12-31 | $312,417 |
| Net income (gross income less expenses) | 2017-12-31 | $-536,540 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,772,249 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,308,789 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $68,907 |
| 2016 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $529,022 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $6,547 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $6,547 |
| Total plan assets at end of year | 2016-12-31 | $3,308,789 |
| Total plan assets at beginning of year | 2016-12-31 | $2,786,314 |
| Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $179,701 |
| Other income received | 2016-12-31 | $281,567 |
| Net income (gross income less expenses) | 2016-12-31 | $522,475 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,308,789 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,786,314 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $67,754 |
| 2015 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $237,859 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $753,018 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $753,018 |
| Total plan assets at end of year | 2015-12-31 | $2,786,314 |
| Total plan assets at beginning of year | 2015-12-31 | $3,301,473 |
| Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $175,181 |
| Other income received | 2015-12-31 | $-8,357 |
| Net income (gross income less expenses) | 2015-12-31 | $-515,159 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,786,314 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,301,473 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $71,035 |
| 2014 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $395,187 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $222,099 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $222,099 |
| Total plan assets at end of year | 2014-12-31 | $3,301,473 |
| Total plan assets at beginning of year | 2014-12-31 | $3,128,385 |
| Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $214,490 |
| Other income received | 2014-12-31 | $109,462 |
| Net income (gross income less expenses) | 2014-12-31 | $173,088 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,301,473 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,128,385 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $71,235 |
| 2013 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $771,946 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $273,528 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $273,528 |
| Total plan assets at end of year | 2013-12-31 | $3,128,385 |
| Total plan assets at beginning of year | 2013-12-31 | $2,629,967 |
| Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $182,611 |
| Other income received | 2013-12-31 | $522,096 |
| Net income (gross income less expenses) | 2013-12-31 | $498,418 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,128,385 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,629,967 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $67,239 |
| 2012 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $490,124 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $146,673 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $146,673 |
| Total plan assets at end of year | 2012-12-31 | $2,629,967 |
| Total plan assets at beginning of year | 2012-12-31 | $2,286,516 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $173,754 |
| Other income received | 2012-12-31 | $245,590 |
| Net income (gross income less expenses) | 2012-12-31 | $343,451 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,629,967 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,286,516 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $70,780 |
| 2011 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $119,729 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,285 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $3,285 |
| Total plan assets at end of year | 2011-12-31 | $2,286,516 |
| Total plan assets at beginning of year | 2011-12-31 | $2,170,072 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $155,204 |
| Other income received | 2011-12-31 | $-98,971 |
| Net income (gross income less expenses) | 2011-12-31 | $116,444 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,286,516 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,170,072 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $63,496 |
| 2010 : JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $470,165 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $108,987 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $108,987 |
| Total plan assets at end of year | 2010-12-31 | $2,170,072 |
| Total plan assets at beginning of year | 2010-12-31 | $1,808,894 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $169,156 |
| Other income received | 2010-12-31 | $230,042 |
| Net income (gross income less expenses) | 2010-12-31 | $361,178 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,170,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,808,894 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $70,967 |
| 2023: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOHNSON & SHUTE, P.S. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |