Bear Creek School 403b Retirement Plan — Form 5500 plan (The Bear Creek School)
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, Bear Creek School 403b Retirement Plan is a benefit plan reported by The Bear Creek School under EIN 91-1420530 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $11,524,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bear Creek School
- EIN
- 91-1420530
- Plan number
- 001
- Plan type
- 2
- Location
- Redmond, WA
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $11,524,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20240701155722NAL0004414481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,524,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,524,445
- Net assets (BOY)
- $9,078,457
Income & contributions
- Employer contributions
- $347,142
- Participant contributions
- $823,775
- Total contributions
- $1,170,917
- Total income / additions
- $3,039,820
Expenses & distributions
- Benefits paid
- $510,279
- Administrative expenses
- $83,553
- Total expenses
- $593,832
- Net increase / (decrease)
- $2,445,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVESTMENT CUSTODIAN | $78,450 | $1,034 | 2023 |
| Lpl Financial LLC | BROKER | $0 | $32,626 | 2023 |
| Flex-Plan Retirement Services Inc | SERVICE PROVIDER | $5,106 | not reported in the loaded dataset | 2023 |