2023 Form 5500 filing — Bellrock Brands 401(K) 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 20241015151946NAL0030141425001) for Bellrock Brands 401(K) Plan, reported by Bellrock Brands Inc under EIN 46-5656216 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151946NAL0030141425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bellrock Brands Inc
- EIN
- 46-5656216
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,180,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,180,405
- Participant contributions
- $267,509
- Total income / additions
- $473,256
- Benefits paid
- $153,804
- Administrative expenses
- $10,373
- Total expenses
- $207,630
- Net increase / (decrease)
- $265,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT ADVISOR | $6,853 | $0 |
| Professional Capital Service LLC | CONTRACT ADMINISTRATOR | $3,520 | $0 |