2023 Form 5500 filing — Pacific Northwest Ballet Association Employee Benefit Plan (Staff)
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 20250121142446NAL0002401331001) for Pacific Northwest Ballet Association Employee Benefit Plan (Staff), reported by Pacific Northwest Ballet under EIN 91-0897129 and plan number 002. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250121142446NAL0002401331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Northwest Ballet
- EIN
- 91-0897129
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,805,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,805,760
- Employer contributions
- $214,487
- Participant contributions
- $673,410
- Total income / additions
- $2,589,672
- Benefits paid
- $624,374
- Administrative expenses
- $5,090
- Total expenses
- $629,464
- Net increase / (decrease)
- $1,960,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallan Llp | ACCOUNTANT/AUDITOR | $7,875 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$7,363 | $0 |