Plan5500

Bellomy Research — 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, Bellomy Research (EIN 56-1173448) is a plan sponsor located in Winston-Salem, NC with 1 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
56-1173448
Location
Winston-Salem, NC
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 Bellomy Research

  • 2 loaded plans hold $4.7M in reported assets.
  • The largest, Bellomy Research 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 216 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.7MSummed across loaded plans$4,721,940
Total reported assets$4.7M$4,721,940
Total reported participants216
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets
Net assets$4.7MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$687.7K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)-$257.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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%Bellomy Research 401(K) Retirement Plan
Participants per plan108Average 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
    Bellomy Research 401(K) Retirement Plan$4.7M
    Plan #004 · 115 participants · 2023
  2. 2
    Bellomy Research, Inc. Employee Life Insurance Plannot reported in the loaded dataset
    Plan #502 · 101 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 Bellomy Research. Open one for its full reported snapshot.

  1. 2023
    Bellomy Research, Inc. Employee Life Insurance Plan101 participants · 2No schedules
    View filing →
  2. 2023
    Bellomy Research 401(K) Retirement Plan115 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bellomy Research report on Form 5500?
Bellomy Research (EIN 56-1173448) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bellomy Research?
The Employer Identification Number (EIN) reported for Bellomy Research is 56-1173448.
What is the latest Form 5500 filing year for Bellomy Research?
The latest loaded Form 5500 filing year for Bellomy Research is 2023.

Related Form 5500 pages