Belshire 401(K) Plan — Form 5500 plan (Belshire Environmental Services, 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, Belshire 401(K) Plan is a benefit plan reported by Belshire Environmental Services, Inc. under EIN 33-0466005 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $16,802,561 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Belshire Environmental Services, Inc.
EIN
33-0466005
Plan number
001
Plan type
2
Location
Foothill Ranch, CA
Latest filing year
2023
Participants
169
End-of-year plan assets
$16,802,561

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20241010114932NAL0009960067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,802,561
Total liabilities (EOY)
$0
Net assets (EOY)
$16,802,561
Net assets (BOY)
$14,050,537

Income & contributions

Employer contributions
$149,050
Participant contributions
$897,076
Total contributions
$1,046,126
Total income / additions
$3,431,232

Expenses & distributions

Benefits paid
$643,336
Administrative expenses
$35,872
Total expenses
$679,208
Net increase / (decrease)
$2,752,024

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab & Co., Inc.NONE$24,893$02023
Tri-Ad Actuaries, Inc.NONE$10,979$02023

Related Form 5500 pages