2023 Form 5500 filing — Bellwether Housing Retirement Savings 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 20241011161443NAL0012744803002) for Bellwether Housing Retirement Savings Plan, reported by Bellwether Housing under EIN 91-1116960 and plan number 001. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011161443NAL0012744803002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bellwether Housing
- EIN
- 91-1116960
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,275,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,275,780
- Employer contributions
- $223,233
- Participant contributions
- $556,981
- Total income / additions
- $2,093,454
- Benefits paid
- $1,186,254
- Administrative expenses
- $37,698
- Total expenses
- $1,223,952
- Net increase / (decrease)
- $869,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors | NONE | $27,000 | $0 |
| Usi Consulting Group | NONE | $10,593 | $0 |
| Charles Schwab Bank | NONE | $0 | $1,856 |
| Fidelity Inv Institutional | RECORDKEEPER | $105 | $0 |
| Charles Schwab & Co | NONE | $0 | $0 |