2023 Form 5500 filing — Belmont Abbey College 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 20240729094649NAL0012379427001) for Belmont Abbey College Retirement Plan, reported by Belmont Abbey College, Inc. under EIN 56-0547498 and plan number 002. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729094649NAL0012379427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Belmont Abbey College, Inc.
- EIN
- 56-0547498
- Plan number
- 002
- Location
- Belmont, NC
- Participants
- 538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,883,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,883,337
- Employer contributions
- $661,819
- Participant contributions
- $968,849
- Total income / additions
- $5,799,157
- Benefits paid
- $1,345,160
- Administrative expenses
- $88,489
- Total expenses
- $1,438,690
- Net increase / (decrease)
- $4,360,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | ADVISOR | $46,419 | not reported in the loaded dataset |
| Tiaa - Teachers Insurance & Annuity | TPA | $42,880 | $0 |