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 (2025)
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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| BROOKS 401(K) RETIREMENT SAVINGS PLAN | BROOKS SPORTS, INC., WA | $96M | 877 |
| ROGERS MACHINERY COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROGERS MACHINERY COMPANY, INC., OR | $70M | 371 |
| AUTO WAREHOUSING COMPANY 401(K) PROFIT SHARING PLAN | AUTO WAREHOUSING COMPANY, WA | $55M | 941 |
| NORTH WEST HANDLING SYSTEMS, INC 401(K) RETIREMENT PLAN | NORTH WEST HANDLING SYSTEMS, INC., WA | $42M | 458 |
| RESOURCE DATA, INC. 401(K) PLAN | RESOURCE DATA, INC., AK | $38M | 219 |
| 401(k) Retirement Plan | Healthcare Sponsor, WA | $35M | 355 |
| 401(k) Retirement Plan | Manufacturing Sponsor, WA | $33M | 1,096 |
| 401(k) Retirement Plan | Professional Services Sponsor, WA | $28M | 724 |
| 401(k) Retirement Plan | Technology Sponsor, WA | $21M | 219 |
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