2023 Form 5500 filing — Three Bears Alaska 401(K) 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 20241009145223NAL0031621296001) for Three Bears Alaska 401(K) Plan, reported by Three Bears Alaska, Inc. under EIN 92-0081221 and plan number 001. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145223NAL0031621296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Three Bears Alaska, Inc.
- EIN
- 92-0081221
- Plan number
- 001
- Location
- Wasilla, AK
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,246,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,246,174
- Employer contributions
- $599,528
- Participant contributions
- $593,987
- Total income / additions
- $2,202,332
- Benefits paid
- $1,161,392
- Administrative expenses
- $79,022
- Total expenses
- $1,240,414
- Net increase / (decrease)
- $961,918
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors | INVESTMENT ADVISOR | $21,946 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $9,951 | $0 |