Plan5500

Belcan Services Group Limited Partnership Retirement Savings Plan — Form 5500 plan (Belcan Services Group, Ltd. Partnership)

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, Belcan Services Group Limited Partnership Retirement Savings Plan is a benefit plan reported by Belcan Services Group, Ltd. Partnership under EIN 31-1312685 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,474 participants and $18,934,597 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.7MPlan net assets, end of year$18,682,009
Participants1.5KCovered participants reported1,474
Assets / participant$12.8KComputed: assets ÷ participants$12,846 (computed)
Provider compensation$120.5K4 Schedule C provider row(s)$120,492
Plan sponsor
Belcan Services Group, Ltd. Partnership
EIN
31-1312685
Plan number
002
Plan type
2
Location
Blue Ash, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,474 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.9M total assets
Net assets$18.7MLiabilities$252.6K
Money in vs. money out
Total income / additions$3.6M
Total expenses$2.6M
Benefits paid / distributions$2.3M
Contributions
EmployerNot reported
Participant$871.4K
Full reported line items

Net assets

Total assets (EOY)
$18,934,597
Total liabilities (EOY)
$252,588
Net assets (EOY)
$18,682,009
Net assets (BOY)
$17,661,717

Income & contributions

Participant contributions
$871,409
Total contributions
$871,409
Total income / additions
$3,582,060

Expenses & distributions

Benefits paid
$2,293,706
Administrative expenses
$157,480
Total expenses
$2,561,768
Net increase / (decrease)
$1,020,292
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income64%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Correll Co.$51K
    RECORDKEEPER · Direct $51K · Indirect $0
  2. 2
    Keating, Muething & Klekamp$38.6K
    LEGAL · Direct $38.6K
  3. 3
    Correll Co. Investment Services Cor$20.9K
    INVESTMENT SERVICES · Direct $20.9K · Indirect $0
  4. 4
    Lockton Investment Advisors$10K
    CONSULTANT · Direct $10K

What to inspect next

Frequently asked questions

Who sponsors the Belcan Services Group Limited Partnership Retirement Savings Plan?
Belcan Services Group Limited Partnership Retirement Savings Plan is reported as sponsored by Belcan Services Group, Ltd. Partnership (EIN 31-1312685, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Belcan Services Group Limited Partnership Retirement Savings Plan?
The latest Form 5500 filing year loaded for Belcan Services Group Limited Partnership Retirement Savings Plan is 2023.
How many participants does Belcan Services Group Limited Partnership Retirement Savings Plan report?
Belcan Services Group Limited Partnership Retirement Savings Plan reports 1,474 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Belcan Services Group Limited Partnership Retirement Savings Plan?
Belcan Services Group Limited Partnership Retirement Savings Plan reports $18,934,597 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages