2023 Form 5500 filing — Bellwether Enterprise Real Estate Capital 401(K) 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 20241011093954NAL0036544688001) for Bellwether Enterprise Real Estate Capital 401(K) Plan, reported by Bellwether Enterprise Real Estate Capital, LLC under EIN 26-2916887 and plan number 001. It reports 513 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$62.9MReported net assets$62,925,809

Participants513

Provider compensation$103.8K2 Schedule C row(s)$103,845

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011093954NAL0036544688001
Plan sponsor: Bellwether Enterprise Real Estate Capital, LLC
EIN: 26-2916887
Plan number: 001
Location: Cleveland, OH
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$62.9M total assets

Net assets$62.9MLiabilities$0

Money in vs. money out

Total income / additions$16.9M

Total expenses$3.8M

Benefits paid / distributions$3.7M

Contributions

Employer$2.3M

Participant$5.7M

Full reported line items

Total assets (EOY): $62,925,809
Total liabilities (EOY): $0
Net assets (EOY): $62,925,809
Employer contributions: $2,316,283
Participant contributions: $5,723,406
Total income / additions: $16,925,389
Benefits paid: $3,738,696
Administrative expenses: $103,836
Total expenses: $3,846,912
Net increase / (decrease): $13,078,477

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$63.5K
CONTRACT ADMINISTRATOR · Direct $63.5K · Indirect $0
2
Nfp Retirement Inc.$40.4K
INVESTMENT ADVISORY · Direct $40.4K · Indirect $18

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011093954NAL0036544688001 cover?: It is the 2023 Form 5500 filing for Bellwether Enterprise Real Estate Capital 401(K) Plan, reported by Bellwether Enterprise Real Estate Capital, LLC (EIN 26-2916887).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).