Bellwether Housing Retirement Savings Plan — Form 5500 plan (Bellwether Housing)
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, Bellwether Housing Retirement Savings Plan is a benefit plan reported by Bellwether Housing under EIN 91-1116960 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $8,275,780 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bellwether Housing
- EIN
- 91-1116960
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $8,275,780
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20241011161443NAL0012744803002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,275,780
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,275,780
- Net assets (BOY)
- $7,406,278
Income & contributions
- Employer contributions
- $223,233
- Participant contributions
- $556,981
- Total contributions
- $780,214
- Total income / additions
- $2,093,454
Expenses & distributions
- Benefits paid
- $1,186,254
- Administrative expenses
- $37,698
- Total expenses
- $1,223,952
- Net increase / (decrease)
- $869,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors | NONE | $27,000 | $0 | 2023 |
| Usi Consulting Group | NONE | $10,593 | $0 | 2023 |
| Charles Schwab Bank | NONE | $0 | $1,856 | 2023 |
| Fidelity Inv Institutional | RECORDKEEPER | $105 | $0 | 2023 |
| Charles Schwab & Co | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bellwether Housing
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Usi Advisors — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Fidelity Inv Institutional — Schedule C compensation
- Charles Schwab & Co — Schedule C compensation