2023 Form 5500 filing — Bell Partners Inc. 401(K) 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 20241014110555NAL0025997585001) for Bell Partners Inc. 401(K) Retirement Plan, reported by Bell Partners Inc. under EIN 56-1148631 and plan number 001. It reports 2,132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110555NAL0025997585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bell Partners Inc.
- EIN
- 56-1148631
- Plan number
- 001
- Location
- Greensboro, NC
- Participants
- 2,132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,705,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,705,480
- Employer contributions
- $2,601,378
- Participant contributions
- $4,897,551
- Total income / additions
- $16,859,519
- Benefits paid
- $9,014,632
- Administrative expenses
- $287,399
- Total expenses
- $9,320,700
- Net increase / (decrease)
- $7,538,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $255,469 | $0 |
| Smith Leonard Pllc | ACCOUNTANT | $18,680 | not reported in the loaded dataset |
| Mma Securities LLC | INVESTMENT ADVISORY | $7,000 | not reported in the loaded dataset |
| The Lampo Group | CONTRACT ADMINSTRATOR | $6,250 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |