Belcan Services Group Limited Partnership Retirement Savings Plan — Form 5500 plan (Belcan Services Group, Ltd. Partnership)
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, Belcan Services Group Limited Partnership Retirement Savings Plan is a benefit plan reported by Belcan Services Group, Ltd. Partnership under EIN 31-1312685 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,474 participants and $18,934,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belcan Services Group, Ltd. Partnership
- EIN
- 31-1312685
- Plan number
- 002
- Plan type
- 2
- Location
- Blue Ash, OH
- Latest filing year
- 2023
- Participants
- 1,474
- End-of-year plan assets
- $18,934,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,474 | H, C | 20241011144800NAL0044060210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,934,597
- Total liabilities (EOY)
- $252,588
- Net assets (EOY)
- $18,682,009
- Net assets (BOY)
- $17,661,717
Income & contributions
- Participant contributions
- $871,409
- Total contributions
- $871,409
- Total income / additions
- $3,582,060
Expenses & distributions
- Benefits paid
- $2,293,706
- Administrative expenses
- $157,480
- Total expenses
- $2,561,768
- Net increase / (decrease)
- $1,020,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Correll Co. | RECORDKEEPER | $50,979 | $0 | 2023 |
| Keating, Muething & Klekamp | LEGAL | $38,582 | not reported in the loaded dataset | 2023 |
| Correll Co. Investment Services Cor | INVESTMENT SERVICES | $20,931 | $0 | 2023 |
| Lockton Investment Advisors | CONSULTANT | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Belcan Services Group, Ltd. Partnership
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Blue Ash, OH
- Correll Co. — Schedule C compensation
- Keating, Muething & Klekamp — Schedule C compensation
- Correll Co. Investment Services Cor — Schedule C compensation
- Lockton Investment Advisors — Schedule C compensation