2023 Form 5500 filing — Pacific Northwest Ballet Association Employee Benefit Plan (Staff)
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 20250121142446NAL0002401331001) for Pacific Northwest Ballet Association Employee Benefit Plan (Staff), reported by Pacific Northwest Ballet under EIN 91-0897129 and plan number 002. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.8MReported net assets$11,805,760
Participants192
Provider compensation$5122 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250121142446NAL0002401331001
- Plan sponsor
- Pacific Northwest Ballet
- EIN
- 91-0897129
- Plan number
- 002
- Location
- Seattle, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.8M total assets
Net assets$11.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,805,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,805,760
- Employer contributions
- $214,487
- Participant contributions
- $673,410
- Total income / additions
- $2,589,672
- Benefits paid
- $624,374
- Administrative expenses
- $5,090
- Total expenses
- $629,464
- Net increase / (decrease)
- $1,960,208
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallan Llp | ACCOUNTANT/AUDITOR | $7,875 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$7,363 | $0 |