Belmont Instrument LLC Retirement Plan — Form 5500 plan (Belmont Instrument LLC)
Plain-English plan 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, Belmont Instrument LLC Retirement Plan is a benefit plan reported by Belmont Instrument LLC under EIN 04-2705177 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $19,426,133 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belmont Instrument LLC
- EIN
- 04-2705177
- Plan number
- 001
- Plan type
- 2
- Location
- Billerica, MA
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $19,426,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20240830091946NAL0008282083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,426,133
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,426,133
- Net assets (BOY)
- $15,807,889
Income & contributions
- Employer contributions
- $637,143
- Participant contributions
- $1,940,311
- Total contributions
- $3,267,683
- Total income / additions
- $5,997,259
Expenses & distributions
- Benefits paid
- $2,294,667
- Administrative expenses
- $76,297
- Total expenses
- $2,379,015
- Net increase / (decrease)
- $3,618,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Management Trust Company | PLAN ADMINISTRATOR | $76,297 | $0 | 2023 |