2023 Form 5500 filing — Bear Creek School 403b Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701155722NAL0004414481001) for Bear Creek School 403b Retirement Plan, reported by The Bear Creek School under EIN 91-1420530 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701155722NAL0004414481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Bear Creek School
- EIN
- 91-1420530
- Plan number
- 001
- Location
- Redmond, WA
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,524,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,524,445
- Employer contributions
- $347,142
- Participant contributions
- $823,775
- Total income / additions
- $3,039,820
- Benefits paid
- $510,279
- Administrative expenses
- $83,553
- Total expenses
- $593,832
- Net increase / (decrease)
- $2,445,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT CUSTODIAN | $78,450 | $1,034 |
| Lpl Financial LLC | BROKER | $0 | $32,626 |
| Flex-Plan Retirement Services Inc | SERVICE PROVIDER | $5,106 | not reported in the loaded dataset |