Pacific Northwest Ballet Association Employee Benefit Plan (Staff) — Form 5500 plan (Pacific Northwest Ballet)
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, Pacific Northwest Ballet Association Employee Benefit Plan (Staff) is a benefit plan reported by Pacific Northwest Ballet under EIN 91-0897129 and plan number 002. The latest loaded filing year is 2023. The filing reports 192 participants and $11,805,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Northwest Ballet
- EIN
- 91-0897129
- Plan number
- 002
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $11,805,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20250121142446NAL0002401331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,805,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,805,760
- Net assets (BOY)
- $9,845,552
Income & contributions
- Employer contributions
- $214,487
- Participant contributions
- $673,410
- Total contributions
- $903,197
- Total income / additions
- $2,589,672
Expenses & distributions
- Benefits paid
- $624,374
- Administrative expenses
- $5,090
- Total expenses
- $629,464
- Net increase / (decrease)
- $1,960,208
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallan Llp | ACCOUNTANT/AUDITOR | $7,875 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$7,363 | $0 | 2023 |