2023 Form 5500 filing — Belkorp Group 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 20241012112857NAL0013292867001) for Belkorp Group 401(K) Plan, reported by Belkorp Ag Holdings, Inc. under EIN 99-0367362 and plan number 001. It reports 215 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)$11.5MReported net assets$11,532,952
Participants215
Provider compensation$63K3 Schedule C row(s)$62,956
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241012112857NAL0013292867001
- Plan sponsor
- Belkorp Ag Holdings, Inc.
- EIN
- 99-0367362
- Plan number
- 001
- Location
- Modesto, CA
- Received date
- not reported in the loaded dataset
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)$11.5M total assets
Net assets$11.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $11,532,952
- Net assets (EOY)
- $11,532,952
- Employer contributions
- $370,445
- Participant contributions
- $1,160,727
- Total income / additions
- $3,190,266
- Benefits paid
- $1,405,179
- Administrative expenses
- $15,255
- Total expenses
- $1,420,434
- Net increase / (decrease)
- $1,769,832
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $38,681 | $0 |
| Osborne & Associates, Inc. | RECORDKEEPER | $23,848 | $427 |
| Atherton & Associates Llp | AUDITOR | not reported in the loaded dataset | not reported in the loaded dataset |