Belletete'S, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Belletete'S, Inc.)
Plain-English plan 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, Belletete'S, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Belletete'S, Inc. under EIN 02-0264529 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $34,638,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belletete'S, Inc.
- EIN
- 02-0264529
- Plan number
- 001
- Plan type
- 2
- Location
- Jaffrey, NH
- Latest filing year
- 2023
- Participants
- 308
- End-of-year plan assets
- $34,638,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 308 | H, C | 20250115123613NAL0012692195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,638,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,638,271
- Net assets (BOY)
- $26,343,463
Income & contributions
- Employer contributions
- $1,988,688
- Participant contributions
- $1,232,647
- Total contributions
- $3,535,911
- Total income / additions
- $9,210,162
Expenses & distributions
- Benefits paid
- $783,681
- Administrative expenses
- $131,673
- Total expenses
- $915,354
- Net increase / (decrease)
- $8,294,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Asset Management, LLC | NONE | $71,001 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $26,929 | $1 | 2023 |
| Commonwealth Financial Network | NONE | $15,042 | not reported in the loaded dataset | 2023 |
| Boston Wealth Strategies | NONE | $11,644 | not reported in the loaded dataset | 2023 |
| Belletete'S | NONE | $6,367 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Belletete'S, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Jaffrey, NH
- Fisher Asset Management, LLC — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Boston Wealth Strategies — Schedule C compensation
- Belletete'S — Schedule C compensation