Belk Team Retirement Plan — Form 5500 plan (Belk Team, 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, Belk Team Retirement Plan is a benefit plan reported by Belk Team, Inc. under EIN 86-1524902 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $35,696 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$35.7KPlan net assets, end of year$35,696
Participants1Covered participants reported
Assets / participant$35.7KComputed: assets ÷ participants$35,696 (computed)
Provider compensationNone reported
- Plan sponsor
- Belk Team, Inc.
- EIN
- 86-1524902
- Plan number
- 001
- Plan type
- 2
- Location
- Windsor, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240723145034NAL0020011552001 |
Schedule I · 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)$35.7K total assets
Net assets$35.7KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $35,696
- Net assets (EOY)
- $35,696
- Net assets (BOY)
- $37,871
Income & contributions
- Total income / additions
- -$2,175
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$2,175
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.