2023 Form 5500 filing — Bullivant Houser Bailey Pc 401(K) Profit Sharing Plan And Trust
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 20241009144455NAL0033086080005) for Bullivant Houser Bailey Pc 401(K) Profit Sharing Plan And Trust, reported by Bullivant Houser Bailey Pc under EIN 93-1129534 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009144455NAL0033086080005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bullivant Houser Bailey Pc
- EIN
- 93-1129534
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,968,988
- Net assets (EOY)
- $70,968,988
- Employer contributions
- $580,425
- Participant contributions
- $1,625,899
- Total income / additions
- $15,732,551
- Benefits paid
- $8,222,583
- Administrative expenses
- $75,810
- Total expenses
- $8,298,393
- Net increase / (decrease)
- $7,434,158
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $32,910 | not reported in the loaded dataset |
| Hall, Macgregor | NONE | $22,500 | not reported in the loaded dataset |
| Bullivant Houser Bailey Pc | NONE | $10,900 | not reported in the loaded dataset |
| Macgregor B, Hall | NONE | $7,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $550 | $0 |