2023 Form 5500 filing — Bell Financial 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 20250403082735NAL0011318017001) for Bell Financial 401(K) Plan, reported by Bell Financial Services Company under EIN 38-2736147 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250403082735NAL0011318017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bell Financial Services Company
- EIN
- 38-2736147
- Plan number
- 001
- Location
- Marquette, MI
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,013,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,013,396
- Employer contributions
- $76,827
- Participant contributions
- $54,145
- Total income / additions
- $387,922
- Benefits paid
- $2,778
- Administrative expenses
- $0
- Total expenses
- $2,778
- Net increase / (decrease)
- $385,144
- Schedule source
- Schedule I