2023 Form 5500 filing — Belk 401k Savings 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 20241014143231NAL0053975266001) for Belk 401k Savings Plan, reported by Belk Stores Services, LLC under EIN 56-0616731 and plan number 333. It reports 23,149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143231NAL0053975266001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Belk Stores Services, LLC
- EIN
- 56-0616731
- Plan number
- 333
- Location
- Charlotte, NC
- Participants
- 23,149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $379,499,965
- Net assets (EOY)
- $379,499,965
- Employer contributions
- $9,727,407
- Participant contributions
- $15,623,923
- Total income / additions
- $78,682,984
- Benefits paid
- $41,041,028
- Administrative expenses
- $444,251
- Total expenses
- $41,485,279
- Net increase / (decrease)
- $37,197,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $4,120,501 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $32,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |