Bell And Howell 401(K) Savings Plan — Form 5500 plan (Bell And Howell, LLC)

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 And Howell 401(K) Savings Plan is a benefit plan reported by Bell And Howell, LLC under EIN 80-0728837 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,048 participants and $142,023,091 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bell And Howell, LLC
EIN
80-0728837
Plan number
001
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
1,048
End-of-year plan assets
$142,023,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,048H, C20240927121035NAL0003685104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$142,023,091
Total liabilities (EOY)
$0
Net assets (EOY)
$142,023,091
Net assets (BOY)
$127,628,027

Income & contributions

Employer contributions
$295
Participant contributions
$4,120,625
Total contributions
$4,257,578
Total income / additions
$33,728,391

Expenses & distributions

Benefits paid
$19,249,258
Administrative expenses
$84,069
Total expenses
$19,333,327
Net increase / (decrease)
$14,395,064

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$59,551$02023
Strategic Advisors, Inc.ADVISOR$20,518not reported in the loaded dataset2023

Related Form 5500 pages