Transforming Age 403(B) Retirement Plan — Form 5500 plan (Presbyterian Retirement Communities Northwest Dba Transforming Age)
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, Transforming Age 403(B) Retirement Plan is a benefit plan reported by Presbyterian Retirement Communities Northwest Dba Transforming Age under EIN 91-0666887 and plan number 001. The latest loaded filing year is 2023. The filing reports 965 participants and $12,325,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Presbyterian Retirement Communities Northwest Dba Transforming Age
- EIN
- 91-0666887
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 965
- End-of-year plan assets
- $12,325,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 965 | H, C | 20241010150014NAL0040572754001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,325,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,325,605
- Net assets (BOY)
- $11,148,925
Income & contributions
- Employer contributions
- $494,784
- Participant contributions
- $1,108,418
- Total contributions
- $1,715,250
- Total income / additions
- $3,544,564
Expenses & distributions
- Benefits paid
- $2,326,119
- Administrative expenses
- $41,765
- Total expenses
- $2,367,884
- Net increase / (decrease)
- $1,176,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Advocates Investment Mgmt | INVESTMENT ADVISOR | $19,429 | not reported in the loaded dataset | 2023 |
| Hunnex & Shoemaker | THIRD PARTY ADMIN | $13,471 | not reported in the loaded dataset | 2023 |