Plan5500

Downtown Seattle Association 401(K) Retirement Plan — Form 5500 plan (Downtown Seattle Association)

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, Downtown Seattle Association 401(K) Retirement Plan is a benefit plan reported by Downtown Seattle Association under EIN 91-0681761 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $5,863,525 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Downtown Seattle Association
EIN
91-0681761
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
175
End-of-year plan assets
$5,863,525

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20250414153527NAL0000834707002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,863,525
Net assets (EOY)
$5,863,525
Net assets (BOY)
$4,639,694

Income & contributions

Employer contributions
$241,605
Participant contributions
$489,698
Total contributions
$825,628
Total income / additions
$1,511,579

Expenses & distributions

Benefits paid
$253,940
Administrative expenses
$24,619
Total expenses
$287,748
Net increase / (decrease)
$1,223,831

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchADVISOR$15,957not reported in the loaded dataset2023
Ascensus LLCRECORDKEEPER$8,654not reported in the loaded dataset2023
Hunnex & ShoemakerTPA$2,300not reported in the loaded dataset2023
Forusall AdvisorsNONE$1,889not reported in the loaded dataset2023

Related Form 5500 pages