Bell Financial 401(K) Plan — Form 5500 plan (Bell Financial Services Company)
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, Bell Financial 401(K) Plan is a benefit plan reported by Bell Financial Services Company under EIN 38-2736147 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $2,013,396 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bell Financial Services Company
- EIN
- 38-2736147
- Plan number
- 001
- Plan type
- 2
- Location
- Marquette, MI
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $2,013,396
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20250403082735NAL0011318017001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,013,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,013,396
- Net assets (BOY)
- $1,628,252
Income & contributions
- Employer contributions
- $76,827
- Participant contributions
- $54,145
- Total income / additions
- $387,922
Expenses & distributions
- Benefits paid
- $2,778
- Administrative expenses
- $0
- Total expenses
- $2,778
- Net increase / (decrease)
- $385,144
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.