Seattle Foundation Defined Contribution Retirement Plan — Form 5500 plan (Seattle Foundation)
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, Seattle Foundation Defined Contribution Retirement Plan is a benefit plan reported by Seattle Foundation under EIN 91-6013536 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $13,860,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seattle Foundation
- EIN
- 91-6013536
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $13,860,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20240919132439NAL0002371539002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,860,455
- Net assets (EOY)
- $13,860,455
- Net assets (BOY)
- $11,262,603
Income & contributions
- Employer contributions
- $561,527
- Participant contributions
- $1,039,513
- Total contributions
- $1,695,754
- Total income / additions
- $3,706,065
Expenses & distributions
- Benefits paid
- $1,046,104
- Administrative expenses
- $62,109
- Total expenses
- $1,108,213
- Net increase / (decrease)
- $2,597,852
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC - Rpcp | FINANCIAL ADVISOR | $27,561 | $0 | 2023 |
| Nationwide | RECORDKEEPER | $26,295 | $0 | 2023 |
| Hunnex And Shoemaker, Inc. | TPA | $8,255 | $0 | 2023 |