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, Belmont Abbey College Retirement Plan is a benefit plan reported by Belmont Abbey College, Inc. under EIN 56-0547498 and plan number 002. The latest loaded filing year is 2023. The filing reports 538 participants and $30,883,337 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,883,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,883,337
- Net assets (BOY)
- $26,522,870
Income & contributions
- Employer contributions
- $661,819
- Participant contributions
- $968,849
- Total contributions
- $1,638,520
- Total income / additions
- $5,799,157
Expenses & distributions
- Benefits paid
- $1,345,160
- Administrative expenses
- $88,489
- Total expenses
- $1,438,690
- Net increase / (decrease)
- $4,360,467