2023 Form 5500 filing — Belletete'S, Inc. 401(K) Profit Sharing 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 20250115123613NAL0012692195001) for Belletete'S, Inc. 401(K) Profit Sharing Plan, reported by Belletete'S, Inc. under EIN 02-0264529 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115123613NAL0012692195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Belletete'S, Inc.
- EIN
- 02-0264529
- Plan number
- 001
- Location
- Jaffrey, NH
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,638,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,638,271
- Employer contributions
- $1,988,688
- Participant contributions
- $1,232,647
- Total income / additions
- $9,210,162
- Benefits paid
- $783,681
- Administrative expenses
- $131,673
- Total expenses
- $915,354
- Net increase / (decrease)
- $8,294,808
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management, LLC | NONE | $71,001 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $26,929 | $1 |
| Commonwealth Financial Network | NONE | $15,042 | not reported in the loaded dataset |
| Boston Wealth Strategies | NONE | $11,644 | not reported in the loaded dataset |
| Belletete'S | NONE | $6,367 | not reported in the loaded dataset |