Belmond Usa Inc. 401(K) Plan — Form 5500 plan (Belmond Usa 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, Belmond Usa Inc. 401(K) Plan is a benefit plan reported by Belmond Usa Inc. under EIN 13-4130416 and plan number 001. The latest loaded filing year is 2023. The filing reports 479 participants and $21,036,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belmond Usa Inc.
- EIN
- 13-4130416
- Plan number
- 001
- Plan type
- 2
- Location
- North Charleston, SC
- Latest filing year
- 2023
- Participants
- 479
- End-of-year plan assets
- $21,036,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 479 | H, C | 20241015192330NAL0030749313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,036,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,036,377
- Net assets (BOY)
- $19,880,121
Income & contributions
- Employer contributions
- $378,878
- Participant contributions
- $821,064
- Total contributions
- $1,496,080
- Total income / additions
- $4,750,910
Expenses & distributions
- Benefits paid
- $3,521,825
- Administrative expenses
- $59,561
- Total expenses
- $3,594,654
- Net increase / (decrease)
- $1,156,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT/FINANCIAL ADVI | $37,199 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $22,361 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |