2023 Form 5500 filing — Bella Automotive Group Limited 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 20241014110921NAL0044273056001) for Bella Automotive Group Limited 401(K) Plan, reported by Bella Automotive Group, Ltd. under EIN 65-0185597 and plan number 001. It reports 574 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)$14.8MReported net assets$14,778,333
Participants574
Provider compensation$29.3K2 Schedule C row(s)$29,342
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014110921NAL0044273056001
Plan sponsor
Bella Automotive Group, Ltd.
EIN
65-0185597
Plan number
001
Location
Miami, FL
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)$14.8M total assets
Net assets$14.8MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$178.7K
Participant$1.8M
Full reported line items
Total assets (EOY)
$14,778,333
Total liabilities (EOY)
$0
Net assets (EOY)
$14,778,333
Employer contributions
$178,749
Participant contributions
$1,779,020
Total income / additions
$4,263,598
Benefits paid
$1,044,699
Administrative expenses
$99,077
Total expenses
$1,143,776
Net increase / (decrease)
$3,119,822
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $20K
  2. 2
    RECORDKEEPER · Direct $9.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014110921NAL0044273056001 cover?
It is the 2023 Form 5500 filing for Bella Automotive Group Limited 401(K) Plan, reported by Bella Automotive Group, Ltd. (EIN 65-0185597).
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).

Related Form 5500 pages