2023 Form 5500 filing — Bell-Carter Foods, LLC Employee Retirement 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 20241015162901NAL0029107985001) for Bell-Carter Foods, LLC Employee Retirement Plan, reported by Bell-Carter Foods, LLC. under EIN 94-1338890 and plan number 002. It reports 439 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)$35.8MReported net assets$35,764,726
Participants439
Provider compensation$92K4 Schedule C row(s)$92,048
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015162901NAL0029107985001
- Plan sponsor
- Bell-Carter Foods, LLC.
- EIN
- 94-1338890
- Plan number
- 002
- Location
- Walnut Creek, CA
- 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)$35.8M total assets
Net assets$35.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $35,764,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,764,726
- Employer contributions
- $522,752
- Participant contributions
- $1,282,273
- Total income / additions
- $7,211,044
- Benefits paid
- $7,611,616
- Administrative expenses
- $92,048
- Total expenses
- $7,703,664
- Net increase / (decrease)
- -$492,620
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,054 | $0 |
| Woodbury Financial | INVESTMENT ADVISORY | $34,994 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |