Emerald Heights 403(B) Plan — Form 5500 plan (Eastside Retirement Association Dba Emerald Heights)
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, Emerald Heights 403(B) Plan is a benefit plan reported by Eastside Retirement Association Dba Emerald Heights under EIN 91-1261904 and plan number 002. The latest loaded filing year is 2023. The filing reports 493 participants and $13,060,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eastside Retirement Association Dba Emerald Heights
- EIN
- 91-1261904
- Plan number
- 002
- Plan type
- 2
- Location
- Redmond, WA
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $13,060,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20240923160815NAL0011683409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,060,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,060,475
- Net assets (BOY)
- $11,302,021
Income & contributions
- Employer contributions
- $368,782
- Participant contributions
- $978,357
- Total contributions
- $1,347,139
- Total income / additions
- $3,168,768
Expenses & distributions
- Benefits paid
- $1,363,636
- Administrative expenses
- $31,670
- Total expenses
- $1,410,314
- Net increase / (decrease)
- $1,758,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Plan Services, Inc | NONE | $25,389 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $6,138 | not reported in the loaded dataset | 2023 |