2023 Form 5500 filing — Bellamy Automotive Group, Inc. 401k 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 20241015081312NAL0055169378001) for Bellamy Automotive Group, Inc. 401k Plan, reported by Bellamy Automotive Group, Inc. under EIN 58-1474852 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015081312NAL0055169378001
Filing year
2023
Form type
2
Plan sponsor
Bellamy Automotive Group, Inc.
EIN
58-1474852
Plan number
001
Location
Mcdonough, GA
Participants
158
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,945,473
Total liabilities (EOY)
$104
Net assets (EOY)
$14,945,369
Employer contributions
$684,961
Participant contributions
$726,318
Total income / additions
$3,281,307
Benefits paid
$321,346
Administrative expenses
$71,572
Total expenses
$459,903
Net increase / (decrease)
$2,821,404
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Life Insurance CoRECORDKEEPER$2,434$0

Related Form 5500 pages