Plan5500

Bel Usa 401(K) Plan — Form 5500 plan (Bel Usa)

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, Bel Usa 401(K) Plan is a benefit plan reported by Bel Usa under EIN 65-0618692 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $985,944 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bel Usa
EIN
65-0618692
Plan number
001
Plan type
2
Location
Medley, FL
Latest filing year
2023
Participants
332
End-of-year plan assets
$985,944

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023332H, C20240711140507NAL0009416867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$985,944
Total liabilities (EOY)
$0
Net assets (EOY)
$985,944
Net assets (BOY)
$565,977

Income & contributions

Employer contributions
$0
Participant contributions
$332,257
Total contributions
$368,034
Total income / additions
$505,633

Expenses & distributions

Benefits paid
$68,866
Administrative expenses
$16,800
Total expenses
$85,666
Net increase / (decrease)
$419,967

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$17,398$02023
Fund One Enterprise HoldingsCONTRACT ADMIN$2,325not reported in the loaded dataset2023
Empower Advisory Group LLCINVESTMENT MGMT$978not reported in the loaded dataset2023

Related Form 5500 pages