2023 Form 5500 filing — Bel Usa 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711140507NAL0009416867001) for Bel Usa 401(K) Plan, reported by Bel Usa under EIN 65-0618692 and plan number 001. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$985.9KReported net assets$985,944
Participants332
Provider compensation$20.7K3 Schedule C row(s)$20,701
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240711140507NAL0009416867001
- Plan sponsor
- Bel Usa
- EIN
- 65-0618692
- Plan number
- 001
- Location
- Medley, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$985.9K total assets
Net assets$985.9KLiabilities$0
Full reported line items
- Total assets (EOY)
- $985,944
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $985,944
- Employer contributions
- $0
- Participant contributions
- $332,257
- Total income / additions
- $505,633
- Benefits paid
- $68,866
- Administrative expenses
- $16,800
- Total expenses
- $85,666
- Net increase / (decrease)
- $419,967
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,398 | $0 |
| Fund One Enterprise Holdings | CONTRACT ADMIN | $2,325 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $978 | not reported in the loaded dataset |