2023 Form 5500 filing — Transforming Age 403(B) 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 20241010150014NAL0040572754001) for Transforming Age 403(B) Retirement Plan, reported by Presbyterian Retirement Communities Northwest Dba Transforming Age under EIN 91-0666887 and plan number 001. It reports 965 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150014NAL0040572754001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Presbyterian Retirement Communities Northwest Dba Transforming Age
- EIN
- 91-0666887
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 965
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,325,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,325,605
- Employer contributions
- $494,784
- Participant contributions
- $1,108,418
- Total income / additions
- $3,544,564
- Benefits paid
- $2,326,119
- Administrative expenses
- $41,765
- Total expenses
- $2,367,884
- Net increase / (decrease)
- $1,176,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Advocates Investment Mgmt | INVESTMENT ADVISOR | $19,429 | not reported in the loaded dataset |
| Hunnex & Shoemaker | THIRD PARTY ADMIN | $13,471 | not reported in the loaded dataset |