Plan Ledger DOL Form 5500 · updated monthly

J.L. Storedahl & Sons, Inc.401(k)

J. L. STOREDAHL & SONS, INC. 401(K) PLAN AND TRUST · KELSO, WA · plan year 2022

Employer contribution per participant · 2022
$392

J.L. Storedahl & Sons, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $3,369,664 across 59 participant accounts, with employer contributions averaging $392 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Washington (1,473rd of 1,714), and 1,881st of 2,677 in transportation & warehousing. In 2022, employees put in $5.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,369,664
Participants with balances59
Active participants119
Employer contributions$46,603
Employee contributions$255,269
Employer contribution per active participant$392
Average account balance$57,113
Benefits paid to participants$433,561
Plan auditUnmodified (clean) audit opinion
AuditorVISSE & COMPANY, CPA
The J.L. Storedahl & Sons, Inc. 401(k) match · 2022
Employer contribution per active participant$392
Median for plans this size$1,114

J.L. Storedahl & Sons, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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Source: U.S. Department of Labor, Form 5500 series, EIN 910851541 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.