Shannon & Associates, LLP

Employee Benefit Plan Auditor

Kent, WA

About Shannon & Associates, LLP

Shannon & Associates, LLP is a locally owned Certified Public Accounting firm based in Kent, WA, serving the Puget Sound area. They offer a range of financial services including Accounting & Bookkeeping, Auditing & Assurance, Tax Services & Consulting, Advisory, Benefit Plans & Administration, and Financial Planning. This firm balances the personal relationships of a small firm with the big-picture capabilities of a larger firm. The firm is led by experienced professionals dedicated to clients' long-term success, including Partner and CEO Julie E. Courtney, CPA. Shannon & Associates helps businesses grow by providing trusted expertise and forward-thinking advisory services, ensuring clients understand the financial ramifications of their business decisions.

Website: https://www.shannon-cpas.com/

Founded: 1947

Employees: 33

Office Locations

  • Kent, WA (Headquarters)

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 31
  • Total AUM Audited: $521.5M
  • 401(k): 31 plans, $521.5M AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
BROOKS 401(K) RETIREMENT SAVINGS PLANBROOKS SPORTS, INC., WA$96M877
AUTO WAREHOUSING COMPANY 401(K) PROFIT SHARING PLANAUTO WAREHOUSING COMPANY, WA$55M941
RESOURCE DATA, INC. 401(K) PLANRESOURCE DATA, INC., AK$38M219
MUTUAL MATERIALS COMPANY SAVINGS PLANMUTUAL MATERIALS COMPANY, WA$35M355
HOLMAN DISTRIBUTION CENTERS 401(K) PROFIT SHARING PLANHOLMAN DISTRIBUTION CENTER OF WASHINGTON INC, WA$33M1,096
WORLDWIDE MEMBERS' MULTIPLE EMPLOYER PLANWORLDWIDE BUYING GROUP, WA$28M724
SOUND FAMILY MEDICINE 401(K) PLANSOUND FAMILY MEDICINE, WA$21M219
KELLEY CREATE CO. 401(K) PROFIT SHARING PLANKELLEY CREATE CO., WA$20M351
GLP ATTORNEYS P.S. INC. 401(K) PLANGLP ATTORNEYS, P.S., INC., WA$19M128
PUGET SOUND PIPE & SUPPLY CO., INC. RETIREMENT PLANPUGET SOUND PIPE & SUPPLY CO., INC., WA$18M164
FREEWAY MOTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUSTFREEWAY MOTORS, INC. DBA UNVIERS, WA$15M153
BLUEHAWK, LLC 401(K) PLANBLUEHAWK, LLC, WA$15M200
CONVOY 401(K) PLANGREYPOINT, INC. DBA CONVOY, WA$14M—
EVIDENT ALLIANCE 401(K) RETIREMENT SAVINGS PLANDKEIDEK, FERNYHOUGH, GILE, HAGEL, NOV, & QUICKSTAD, PLLC, WA$13M152
FUNGI PERFECTI, LLC 401(K) PROFIT SHARING PLANFUNGI PERFECTI, LLC, WA$11M145
CHILDREN'S THERAPY CENTER 403(B) PLANCHILDREN'S THERAPY CENTER, WA$10M120
BCRA, INC. 401(K) RETIREMENT SAVINGS PLANBCRA,INC., WA$10M59
NATURAL FACTORS NUTRITIONAL PRODUCTS INC. 401(K) PLANNATURAL FACTORS NUTRITIONAL PRODUCTS INC., WA$10M261
ARENA SPORTS INC. 401(K) PROFIT SHARING PLAN AND TRUSTARENA SPORTS, INC., WA$9M121
NATIONAL PRODUCTS, INC. 401(K) PLAN AND TRUSTNATIONAL PRODUCTS, INC., WA$9M316

Showing top 20 of 35 plans serviced in 2024.

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