2023 Form 5500 filing — Belk Team 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 20240723145034NAL0020011552001) for Belk Team Retirement Plan, reported by Belk Team, Inc. under EIN 86-1524902 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.7KReported net assets$35,696
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240723145034NAL0020011552001
Plan sponsor
Belk Team, Inc.
EIN
86-1524902
Plan number
001
Location
Windsor, CO
Received date
not reported in the loaded dataset
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)$35.7K total assets
Net assets$35.7KLiabilities
Money in vs. money out
Total income / additions-$2.2K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$35,696
Net assets (EOY)
$35,696
Total income / additions
-$2,175
Total expenses
$0
Net increase / (decrease)
-$2,175

Related Form 5500 pages