Bullivant Houser Bailey Pc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Bullivant Houser Bailey Pc)
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, Bullivant Houser Bailey Pc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Bullivant Houser Bailey Pc under EIN 93-1129534 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $70,968,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bullivant Houser Bailey Pc
- EIN
- 93-1129534
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $70,968,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241009144455NAL0033086080005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,968,988
- Net assets (EOY)
- $70,968,988
- Net assets (BOY)
- $63,534,830
Income & contributions
- Employer contributions
- $580,425
- Participant contributions
- $1,625,899
- Total contributions
- $3,902,859
- Total income / additions
- $15,732,551
Expenses & distributions
- Benefits paid
- $8,222,583
- Administrative expenses
- $75,810
- Total expenses
- $8,298,393
- Net increase / (decrease)
- $7,434,158
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $32,910 | not reported in the loaded dataset | 2023 |
| Hall, Macgregor | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Bullivant Houser Bailey Pc | NONE | $10,900 | not reported in the loaded dataset | 2023 |
| Macgregor B, Hall | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $550 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bullivant Houser Bailey Pc
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Hall, Macgregor — Schedule C compensation
- Bullivant Houser Bailey Pc — Schedule C compensation
- Macgregor B, Hall — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation