2023 Form 5500 filing — Bell And Howell 401(K) Savings 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 20240927121035NAL0003685104001) for Bell And Howell 401(K) Savings Plan, reported by Bell And Howell, LLC under EIN 80-0728837 and plan number 001. It reports 1,048 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927121035NAL0003685104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bell And Howell, LLC
- EIN
- 80-0728837
- Plan number
- 001
- Location
- Durham, NC
- Participants
- 1,048
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $142,023,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,023,091
- Employer contributions
- $295
- Participant contributions
- $4,120,625
- Total income / additions
- $33,728,391
- Benefits paid
- $19,249,258
- Administrative expenses
- $84,069
- Total expenses
- $19,333,327
- Net increase / (decrease)
- $14,395,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $59,551 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $20,518 | not reported in the loaded dataset |