2023 Form 5500 filing — Bellmont Cabinet Co. 401k Ps Plan & Trust
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 20241004104126NAL0019470208001) for Bellmont Cabinet Co. 401k Ps Plan & Trust, reported by Pacific Crest Industries, Inc., Dba Bellmont Cabinet Co. under EIN 91-1127279 and plan number 001. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004104126NAL0019470208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacific Crest Industries, Inc., Dba Bellmont Cabinet Co.
- EIN
- 91-1127279
- Plan number
- 001
- Location
- Sumner, WA
- Participants
- 458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,021,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,021,670
- Employer contributions
- $543,813
- Participant contributions
- $1,045,700
- Total income / additions
- $3,563,963
- Benefits paid
- $1,211,607
- Administrative expenses
- $49,091
- Total expenses
- $1,260,698
- Net increase / (decrease)
- $2,303,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hohimer Wealth Management | RIA | $17,430 | $0 |
| Wilshire Associates Inc. | RIA | $2,324 | $0 |