Ben Bridge Retirement Savings Plan — Form 5500 plan (Ben Bridge Jeweler, Inc.)
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, Ben Bridge Retirement Savings Plan is a benefit plan reported by Ben Bridge Jeweler, Inc. under EIN 91-0695728 and plan number 001. The latest loaded filing year is 2023. The filing reports 779 participants and $62,291,865 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ben Bridge Jeweler, Inc.
- EIN
- 91-0695728
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 779
- End-of-year plan assets
- $62,291,865
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 779 | H, C | 20240918145759NAL0004743681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,291,865
- Net assets (EOY)
- $62,291,865
- Net assets (BOY)
- $58,627,171
Income & contributions
- Employer contributions
- $599,415
- Participant contributions
- $2,616,564
- Total contributions
- $3,217,206
- Total income / additions
- $12,866,303
Expenses & distributions
- Benefits paid
- $9,064,532
- Administrative expenses
- $136,042
- Total expenses
- $9,201,609
- Net increase / (decrease)
- $3,664,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $74,052 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group | NONE | $42,419 | not reported in the loaded dataset | 2023 |
| Sweeney Conrad P.S. | NONE | $19,570 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $7 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ben Bridge Jeweler, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Sageview Advisory Group — Schedule C compensation
- Sweeney Conrad P.S. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation