2023 Form 5500 filing — Bell & Associates Construction, LLC 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 20240816090811NAL0007882467001) for Bell & Associates Construction, LLC 401(K) Plan, reported by Bell & Associates Construction, LLC under EIN 62-1712793 and plan number 002. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816090811NAL0007882467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bell & Associates Construction, LLC
- EIN
- 62-1712793
- Plan number
- 002
- Location
- Brentwood, TN
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,441,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,441,381
- Employer contributions
- $617,826
- Participant contributions
- $1,318,147
- Total income / additions
- $4,117,403
- Benefits paid
- $2,176,705
- Administrative expenses
- $27,069
- Total expenses
- $2,203,774
- Net increase / (decrease)
- $1,913,629
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $14,234 | $0 |
| Acuff & Associates, Inc | TPA | $12,835 | $702 |