2023 Form 5500 filing — Belle Tire Distributors, Inc. 401(K) Salary Reduction 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 20241014065942NAL0025639857001) for Belle Tire Distributors, Inc. 401(K) Salary Reduction Plan & Trust, reported by Belle Tire Distributors, Inc. under EIN 38-1909144 and plan number 001. It reports 2,810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$71.8MReported net assets$71,823,414
Participants2.8K2,810
Provider compensation$167.2K4 Schedule C row(s)$167,212
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014065942NAL0025639857001
Plan sponsor
Belle Tire Distributors, Inc.
EIN
38-1909144
Plan number
001
Location
Allen Park, MI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$71.8M total assets
Net assets$71.8MLiabilities$0
Money in vs. money out
Total income / additions$21.1M
Total expenses$5.4M
Benefits paid / distributions$5.2M
Contributions
Employer$868K
Participant$8.6M
Full reported line items
Total assets (EOY)
$71,823,414
Total liabilities (EOY)
$0
Net assets (EOY)
$71,823,414
Employer contributions
$868,003
Participant contributions
$8,581,896
Total income / additions
$21,121,450
Benefits paid
$5,168,737
Administrative expenses
$167,212
Total expenses
$5,370,857
Net increase / (decrease)
$15,750,593

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$82,585$0
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$69,627not reported in the loaded dataset
DoerenmayhewACCOUNTANT/AUDITOR$15,000not reported in the loaded dataset
Sigma Financial CorpADVISOR$0$0

Related Form 5500 pages