2023 Form 5500 filing — Bellomy Research 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 20241014132133NAL0027375217001) for Bellomy Research 401(K) Retirement Plan, reported by Bellomy Research under EIN 56-1173448 and plan number 004. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.7MReported net assets$4,721,940
Participants115
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014132133NAL0027375217001
Plan sponsor
Bellomy Research
EIN
56-1173448
Plan number
004
Location
Winston-Salem, NC
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)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
EmployerNot reported
Participant$687.7K
Full reported line items
Total assets (EOY)
$4,721,940
Total liabilities (EOY)
$0
Net assets (EOY)
$4,721,940
Participant contributions
$687,671
Total income / additions
$1,525,342
Benefits paid
$1,781,613
Administrative expenses
$1,140
Total expenses
$1,782,753
Net increase / (decrease)
-$257,411

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014132133NAL0027375217001 cover?
It is the 2023 Form 5500 filing for Bellomy Research 401(K) Retirement Plan, reported by Bellomy Research (EIN 56-1173448).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages