Belmont Capital Tax Deferred Savings Plan And Trust — Form 5500 plan (Belmont Capital 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 Capital Tax Deferred Savings Plan And Trust is a benefit plan reported by Belmont Capital LLC under EIN 27-1144301 and plan number 001. The latest loaded filing year is 2023. The filing reports 854 participants and $30,843,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belmont Capital LLC
- EIN
- 27-1144301
- Plan number
- 001
- Plan type
- 3
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 854
- End-of-year plan assets
- $30,843,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 854 | H, C | 20240625091217NAL0004724227002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,843,535
- Net assets (EOY)
- $30,843,535
- Net assets (BOY)
- $26,136,008
Income & contributions
- Employer contributions
- $317,138
- Participant contributions
- $2,641,438
- Total contributions
- $3,063,691
- Total income / additions
- $7,681,861
Expenses & distributions
- Benefits paid
- $2,831,667
- Administrative expenses
- $142,667
- Total expenses
- $2,974,334
- Net increase / (decrease)
- $4,707,527
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $48,578 | $0 | 2023 |
| Hub International New England | FIDUCIARY ADVISOR TPA | $37,399 | $0 | 2023 |
| Rpw Solutions LLC | FIDUCIARY ADVISOR, TPA | $27,506 | $0 | 2023 |