2023 Form 5500 filing — Belmond Usa Inc. 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 20241015192330NAL0030749313001) for Belmond Usa Inc. 401(K) Plan, reported by Belmond Usa Inc. under EIN 13-4130416 and plan number 001. It reports 479 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192330NAL0030749313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Belmond Usa Inc.
- EIN
- 13-4130416
- Plan number
- 001
- Location
- North Charleston, SC
- Participants
- 479
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,036,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,036,377
- Employer contributions
- $378,878
- Participant contributions
- $821,064
- Total income / additions
- $4,750,910
- Benefits paid
- $3,521,825
- Administrative expenses
- $59,561
- Total expenses
- $3,594,654
- Net increase / (decrease)
- $1,156,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT/FINANCIAL ADVI | $37,199 | $0 |
| Adp, Inc. | RECORD KEEPER | $22,361 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |