Bellevue Healthcare 401(K) Plan — Form 5500 plan (Bellevue Healthcare Ii Inc.)
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 Healthcare 401(K) Plan is a benefit plan reported by Bellevue Healthcare Ii Inc. under EIN 80-0624923 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $5,188,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bellevue Healthcare Ii Inc.
- EIN
- 80-0624923
- Plan number
- 001
- Plan type
- 2
- Location
- Redmond, WA
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $5,188,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20241014150448NAL0013500819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,188,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,188,216
- Net assets (BOY)
- $3,996,758
Income & contributions
- Employer contributions
- $310,156
- Participant contributions
- $441,829
- Total contributions
- $767,111
- Total income / additions
- $1,593,247
Expenses & distributions
- Benefits paid
- $348,082
- Administrative expenses
- $53,707
- Total expenses
- $401,789
- Net increase / (decrease)
- $1,191,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Leading Retirement Solutions | RECORDKEEPER | $32,760 | not reported in the loaded dataset | 2023 |
| Jones & Roth | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
| Riggs Wealth Management | ADVISOR | $8,500 | not reported in the loaded dataset | 2023 |