2023 Form 5500 filing — Bellevue Healthcare 401(K) 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 20241014150448NAL0013500819001) for Bellevue Healthcare 401(K) Plan, reported by Bellevue Healthcare Ii Inc. under EIN 80-0624923 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150448NAL0013500819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bellevue Healthcare Ii Inc.
- EIN
- 80-0624923
- Plan number
- 001
- Location
- Redmond, WA
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,188,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,188,216
- Employer contributions
- $310,156
- Participant contributions
- $441,829
- Total income / additions
- $1,593,247
- Benefits paid
- $348,082
- Administrative expenses
- $53,707
- Total expenses
- $401,789
- Net increase / (decrease)
- $1,191,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Leading Retirement Solutions | RECORDKEEPER | $32,760 | not reported in the loaded dataset |
| Jones & Roth | AUDITOR | $12,500 | not reported in the loaded dataset |
| Riggs Wealth Management | ADVISOR | $8,500 | not reported in the loaded dataset |