Belle Tire Distributors, Inc. 401(K) Salary Reduction Plan & Trust — Form 5500 plan (Belle Tire Distributors, 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, Belle Tire Distributors, Inc. 401(K) Salary Reduction Plan & Trust is a benefit plan reported by Belle Tire Distributors, Inc. under EIN 38-1909144 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,810 participants and $71,823,414 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$71.8MPlan net assets, end of year$71,823,414
Participants2.8KCovered participants reported2,810
Assets / participant$25.6KComputed: assets ÷ participants$25,560 (computed)
Provider compensation$167.2K4 Schedule C provider row(s)$167,212
Plan sponsor
Belle Tire Distributors, Inc.
EIN
38-1909144
Plan number
001
Plan type
2
Location
Allen Park, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,810H, C20241014065942NAL0025639857001
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)$71.8M total assets
Net assets$71.8MLiabilities$0
Money in vs. money out
Total income / additions$21.1M
Total expenses$5.4M
Benefits paid / distributions$5.2M
Contributions
Employer$868K
Participant$8.6M
Full reported line items

Net assets

Total assets (EOY)
$71,823,414
Total liabilities (EOY)
$0
Net assets (EOY)
$71,823,414
Net assets (BOY)
$55,944,763

Income & contributions

Employer contributions
$868,003
Participant contributions
$8,581,896
Total contributions
$10,981,634
Total income / additions
$21,121,450

Expenses & distributions

Benefits paid
$5,168,737
Administrative expenses
$167,212
Total expenses
$5,370,857
Net increase / (decrease)
$15,750,593
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.

Contribution share (employer vs. participant)
Employer 9%Participant 91%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$82,585$02023
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$69,627not reported in the loaded dataset2023
DoerenmayhewACCOUNTANT/AUDITOR$15,000not reported in the loaded dataset2023
Sigma Financial CorpADVISOR$0$02023

Related Form 5500 pages