Bellevue Club Savings Plan — Form 5500 plan (Pacific Recreation Associates)
Plain-English plan 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, Bellevue Club Savings Plan is a benefit plan reported by Pacific Recreation Associates under EIN 41-1319546 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $10,870,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Recreation Associates
- EIN
- 41-1319546
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 379
- End-of-year plan assets
- $10,870,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 379 | H, C | 20241014175755NAL0026891985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,870,613
- Total liabilities (EOY)
- $7,334
- Net assets (EOY)
- $10,863,279
- Net assets (BOY)
- $8,855,714
Income & contributions
- Employer contributions
- $241,442
- Participant contributions
- $649,557
- Total contributions
- $899,029
- Total income / additions
- $2,639,469
Expenses & distributions
- Benefits paid
- $566,111
- Administrative expenses
- $51,953
- Total expenses
- $631,904
- Net increase / (decrease)
- $2,007,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Insurance | RECORDKEEPER | $29,314 | $0 | 2023 |
| Woodbury Financial Services | BROKER | $0 | $23,124 | 2023 |
| Evergreen Retirement Plan Consultin | THIRD-PARTY ADMINISTRATO | $20,354 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,415 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Recreation Associates
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- Great-West Life & Annuity Insurance — Schedule C compensation
- Woodbury Financial Services — Schedule C compensation
- Evergreen Retirement Plan Consultin — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation