Bell Partners Inc. 401(K) Retirement Plan — Form 5500 plan (Bell Partners 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, Bell Partners Inc. 401(K) Retirement Plan is a benefit plan reported by Bell Partners Inc. under EIN 56-1148631 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,132 participants and $48,705,480 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bell Partners Inc.
- EIN
- 56-1148631
- Plan number
- 001
- Plan type
- 2
- Location
- Greensboro, NC
- Latest filing year
- 2023
- Participants
- 2,132
- End-of-year plan assets
- $48,705,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,132 | H, C | 20241014110555NAL0025997585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,705,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,705,480
- Net assets (BOY)
- $41,166,661
Income & contributions
- Employer contributions
- $2,601,378
- Participant contributions
- $4,897,551
- Total contributions
- $9,127,958
- Total income / additions
- $16,859,519
Expenses & distributions
- Benefits paid
- $9,014,632
- Administrative expenses
- $287,399
- Total expenses
- $9,320,700
- Net increase / (decrease)
- $7,538,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $255,469 | $0 | 2023 |
| Smith Leonard Pllc | ACCOUNTANT | $18,680 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | INVESTMENT ADVISORY | $7,000 | not reported in the loaded dataset | 2023 |
| The Lampo Group | CONTRACT ADMINSTRATOR | $6,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bell Partners Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Greensboro, NC
- Principal Life Insurance Company — Schedule C compensation
- Smith Leonard Pllc — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- The Lampo Group — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation