Plan5500

Beltmann Group Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Beltmann Group Incorporated (EIN 41-1287134) is a plan sponsor located in Roseville, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-1287134
Location
Roseville, MN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Beltmann Group Incorporated

  • 2 loaded plans hold $23.5M in reported assets.
  • The largest, Beltman Group Incorporated 401(K) Savings And Retirement Plan And Trust Agreement, holds 100% of this company's reported plan assets.
  • Plans cover 822 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.5MSummed across loaded plans$23,510,712
Total reported assets$23.5M$23,510,712
Total reported participants822
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.5M total assets
Net assets$23.5MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$2.1M
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Beltman Group Incorporated 401(K) Savings And Retirement Plan And Trust Agreement
Participants per plan411Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Beltman Group Incorporated 401(K) Savings And Retirement Plan And Trust Agreement$23.5M
    Plan #003 · 470 participants · 2023
  2. 2
    Beltmann Group Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 352 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Beltmann Group Incorporated. Open one for its full reported snapshot.

  1. 2023
    Beltmann Group Health And Welfare Plan352 participants · 2No schedules
    View filing →
  2. 2023
    Beltman Group Incorporated 401(K) Savings And Retirement Plan And Trust Agreement470 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Beltmann Group Incorporated report on Form 5500?
Beltmann Group Incorporated (EIN 41-1287134) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Beltmann Group Incorporated?
The Employer Identification Number (EIN) reported for Beltmann Group Incorporated is 41-1287134.
What is the latest Form 5500 filing year for Beltmann Group Incorporated?
The latest loaded Form 5500 filing year for Beltmann Group Incorporated is 2023.

Related Form 5500 pages