2023 Form 5500 filing — Bella Vita 401k

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 20240929152631NAL0002160067001) for Bella Vita 401k, reported by The Bella Vita Corporation under EIN 87-0964015 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240929152631NAL0002160067001
Filing year
2023
Form type
2
Plan sponsor
The Bella Vita Corporation
EIN
87-0964015
Plan number
001
Location
Matthews, NC
Participants
1
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,639,027
Total liabilities (EOY)
$0
Net assets (EOY)
$1,639,027
Employer contributions
$1,126
Participant contributions
$2,177
Total income / additions
$539,275
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$539,275
Schedule source
Schedule I

Related Form 5500 pages