2023 Form 5500 filing — Belz Investco 401(K) Profit Sharing 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 20240912110559NAL0005082563001) for Belz Investco 401(K) Profit Sharing Plan, reported by Belz Investco, G.P. under EIN 62-1375552 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912110559NAL0005082563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Belz Investco, G.P.
- EIN
- 62-1375552
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,636,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,636,468
- Employer contributions
- $191,872
- Participant contributions
- $1,046,850
- Total income / additions
- $7,029,093
- Benefits paid
- $973,403
- Administrative expenses
- $72,704
- Total expenses
- $1,046,107
- Net increase / (decrease)
- $5,982,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acuff & Associates, Inc | TPA | $0 | $19,651 |