2023 Form 5500 filing — Belcan Services Group Limited Partnership Retirement Savings 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 20241011144800NAL0044060210001) for Belcan Services Group Limited Partnership Retirement Savings Plan, reported by Belcan Services Group, Ltd. Partnership under EIN 31-1312685 and plan number 002. It reports 1,474 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144800NAL0044060210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Belcan Services Group, Ltd. Partnership
- EIN
- 31-1312685
- Plan number
- 002
- Location
- Blue Ash, OH
- Participants
- 1,474
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,934,597
- Total liabilities (EOY)
- $252,588
- Net assets (EOY)
- $18,682,009
- Participant contributions
- $871,409
- Total income / additions
- $3,582,060
- Benefits paid
- $2,293,706
- Administrative expenses
- $157,480
- Total expenses
- $2,561,768
- Net increase / (decrease)
- $1,020,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Correll Co. | RECORDKEEPER | $50,979 | $0 |
| Keating, Muething & Klekamp | LEGAL | $38,582 | not reported in the loaded dataset |
| Correll Co. Investment Services Cor | INVESTMENT SERVICES | $20,931 | $0 |
| Lockton Investment Advisors | CONSULTANT | $10,000 | not reported in the loaded dataset |