Belmark Employees' Retirement Savings Plan And Trust — Form 5500 plan (Belmark, Inc.)
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, Belmark Employees' Retirement Savings Plan And Trust is a benefit plan reported by Belmark, Inc. under EIN 39-1283237 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,451 participants and $158,552,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belmark, Inc.
- EIN
- 39-1283237
- Plan number
- 001
- Plan type
- 2
- Location
- De Pere, WI
- Latest filing year
- 2023
- Participants
- 1,451
- End-of-year plan assets
- $158,552,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,451 | H, C | 20250625155458NAL0008285313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $158,552,143
- Total liabilities (EOY)
- $439,786
- Net assets (EOY)
- $158,112,357
- Net assets (BOY)
- $125,943,688
Income & contributions
- Employer contributions
- $5,908,171
- Participant contributions
- $7,927,904
- Total contributions
- $14,337,522
- Total income / additions
- $45,758,882
Expenses & distributions
- Benefits paid
- $13,166,437
- Administrative expenses
- $423,776
- Total expenses
- $13,590,213
- Net increase / (decrease)
- $32,168,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Geneva Capital Management | INV MANAGER | $191,040 | $0 | 2023 |
| Associated Trust Company, N.A. | NONE | $172,736 | $0 | 2023 |
| Mma Securities LLC | INV MANAGER | $45,000 | $0 | 2023 |
| Warady & Davis Llp | AUDITOR | $15,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Belmark, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in De Pere, WI
- Geneva Capital Management — Schedule C compensation
- Associated Trust Company, N.A. — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Warady & Davis Llp — Schedule C compensation