Belkorp Group 401(K) Plan — Form 5500 plan (Belkorp Ag Holdings, 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, Belkorp Group 401(K) Plan is a benefit plan reported by Belkorp Ag Holdings, Inc. under EIN 99-0367362 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $11,532,952 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.5MPlan net assets, end of year$11,532,952
Participants215Covered participants reported
Assets / participant$53.6KComputed: assets ÷ participants$53,642 (computed)
Provider compensation$63K3 Schedule C provider row(s)$62,956
- Plan sponsor
- Belkorp Ag Holdings, Inc.
- EIN
- 99-0367362
- Plan number
- 001
- Plan type
- 2
- Location
- Modesto, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241012112857NAL0013292867001 |
Schedule H · 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)$11.5M total assets
Net assets$11.5MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $11,532,952
- Net assets (EOY)
- $11,532,952
- Net assets (BOY)
- $9,763,120
Income & contributions
- Employer contributions
- $370,445
- Participant contributions
- $1,160,727
- Total contributions
- $1,533,675
- Total income / additions
- $3,190,266
Expenses & distributions
- Benefits paid
- $1,405,179
- Administrative expenses
- $15,255
- Total expenses
- $1,420,434
- Net increase / (decrease)
- $1,769,832
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $38,681 | $0 | 2023 |
| Osborne & Associates, Inc. | RECORDKEEPER | $23,848 | $427 | 2023 |
| Atherton & Associates Llp | AUDITOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Belkorp Ag Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Modesto, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Osborne & Associates, Inc. — Schedule C compensation
- Atherton & Associates Llp — Schedule C compensation