Lukins & Annis, P.S. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lukins & Annis, P.S.
  • Sponsor EIN: 910851326
  • Sponsor Address: 717 W SPRAGUE AVE STE 1600, SPOKANE, WA, 992013923
  • Plan Type: 401(k)
  • Total Participants: 56
  • Total Assets: $41.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202456$41.0M$632,919$546,322
202356$41.0M$632,919$546,322
202255$35.2M$767,401$542,300

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