Beltone New England 401(K) Plan — Form 5500 plan (Beltone New England)
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, Beltone New England 401(K) Plan is a benefit plan reported by Beltone New England under EIN 27-0020043 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $7,207,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beltone New England
- EIN
- 27-0020043
- Plan number
- 001
- Plan type
- 2
- Location
- Warwick, RI
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $7,207,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241015125815NAL0028495937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,207,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,207,654
- Net assets (BOY)
- $7,488,950
Income & contributions
- Employer contributions
- $229,221
- Participant contributions
- $497,216
- Total contributions
- $726,437
- Total income / additions
- $1,875,642
Expenses & distributions
- Benefits paid
- $2,089,963
- Administrative expenses
- $66,975
- Total expenses
- $2,156,938
- Net increase / (decrease)
- -$281,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Wealth Management | NONE | $35,853 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $15,672 | $0 | 2023 |
| Marcum Llp. | NONE | $15,450 | not reported in the loaded dataset | 2023 |