2023 Form 5500 filing — Belin Mccormick, P.C. 401k Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240515111157NAL0048943585001) for Belin Mccormick, P.C. 401k Retirement Plan, reported by Belin Mccormick, P.C. under EIN 42-1260002 and plan number 001. It reports 59 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.2MReported net assets$20,232,465
Participants59
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240515111157NAL0048943585001
Plan sponsor
Belin Mccormick, P.C.
EIN
42-1260002
Plan number
001
Location
Des Moines, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.2M total assets
Net assets$20.2MLiabilities
Money in vs. money out
Total income / additions$4.1M
Total expenses$6.6M
Benefits paid / distributions$6.6M
Contributions
Employer$556K
Participant$472.6K
Full reported line items
Total assets (EOY)
$20,232,465
Net assets (EOY)
$20,232,465
Employer contributions
$556,029
Participant contributions
$472,552
Total income / additions
$4,104,560
Benefits paid
$6,638,843
Administrative expenses
$10,858
Total expenses
$6,649,701
Net increase / (decrease)
-$2,545,141

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240515111157NAL0048943585001 cover?
It is the 2023 Form 5500 filing for Belin Mccormick, P.C. 401k Retirement Plan, reported by Belin Mccormick, P.C. (EIN 42-1260002).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages