2023 Form 5500 filing — Emerald Heights 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923160815NAL0011683409001) for Emerald Heights 403(B) Plan, reported by Eastside Retirement Association Dba Emerald Heights under EIN 91-1261904 and plan number 002. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923160815NAL0011683409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eastside Retirement Association Dba Emerald Heights
- EIN
- 91-1261904
- Plan number
- 002
- Location
- Redmond, WA
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,060,475
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,060,475
- Employer contributions
- $368,782
- Participant contributions
- $978,357
- Total income / additions
- $3,168,768
- Benefits paid
- $1,363,636
- Administrative expenses
- $31,670
- Total expenses
- $1,410,314
- Net increase / (decrease)
- $1,758,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Plan Services, Inc | NONE | $25,389 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $6,138 | not reported in the loaded dataset |