2023 Form 5500 filing — Puget Sound Kidney Centers Tax-Sheltered Annuity 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 20250213131329NAL0037553600001) for Puget Sound Kidney Centers Tax-Sheltered Annuity Plan, reported by Puget Sound Kidney Centers under EIN 91-1102033 and plan number 001. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250213131329NAL0037553600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Puget Sound Kidney Centers
- EIN
- 91-1102033
- Plan number
- 001
- Location
- Everett, WA
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,224,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,224,187
- Employer contributions
- $640,330
- Participant contributions
- $1,243,463
- Total income / additions
- $5,682,320
- Benefits paid
- $5,217,530
- Administrative expenses
- $75,346
- Total expenses
- $5,292,876
- Net increase / (decrease)
- $389,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Service Company | NONE | $73,725 | $0 |
| Variable Annuity Life Insurance Co. | NONE | $596 | $0 |