2023 Form 5500 filing — Bella Hermida Valiente Pa 401(K) Profit Sharing Plan & Trust

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 20240723145133NAL0011491809001) for Bella Hermida Valiente Pa 401(K) Profit Sharing Plan & Trust, reported by Bella Hermida Valiente Pa under EIN 59-3258909 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1MReported net assets$1,006,582
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240723145133NAL0011491809001
Plan sponsor
Bella Hermida Valiente Pa
EIN
59-3258909
Plan number
001
Location
Tampa, FL
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)$1M total assets
Net assets$1MLiabilities$0
Money in vs. money out
Total income / additions$281.8K
Total expenses$120
Benefits paid / distributions$0
Contributions
Employer$19.1K
Participant$75.2K
Full reported line items
Total assets (EOY)
$1,006,582
Total liabilities (EOY)
$0
Net assets (EOY)
$1,006,582
Employer contributions
$19,099
Participant contributions
$75,166
Total income / additions
$281,828
Benefits paid
$0
Administrative expenses
$120
Total expenses
$120
Net increase / (decrease)
$281,708

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723145133NAL0011491809001 cover?
It is the 2023 Form 5500 filing for Bella Hermida Valiente Pa 401(K) Profit Sharing Plan & Trust, reported by Bella Hermida Valiente Pa (EIN 59-3258909).
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