Belk 401k Savings Plan — Form 5500 plan (Belk Stores Services, 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, Belk 401k Savings Plan is a benefit plan reported by Belk Stores Services, LLC under EIN 56-0616731 and plan number 333. The latest loaded filing year is 2023. The filing reports 23,149 participants and $379,499,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Belk Stores Services, LLC
- EIN
- 56-0616731
- Plan number
- 333
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 23,149
- End-of-year plan assets
- $379,499,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23,149 | H, C | 20241014143231NAL0053975266001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $379,499,965
- Net assets (EOY)
- $379,499,965
- Net assets (BOY)
- $342,302,260
Income & contributions
- Employer contributions
- $9,727,407
- Participant contributions
- $15,623,923
- Total contributions
- $26,847,866
- Total income / additions
- $78,682,984
Expenses & distributions
- Benefits paid
- $41,041,028
- Administrative expenses
- $444,251
- Total expenses
- $41,485,279
- Net increase / (decrease)
- $37,197,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $4,120,501 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Belk Stores Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation