Bellamy Automotive Group, Inc. 401k Plan — Form 5500 plan (Bellamy Automotive Group, 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, Bellamy Automotive Group, Inc. 401k Plan is a benefit plan reported by Bellamy Automotive Group, Inc. under EIN 58-1474852 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $14,945,473 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bellamy Automotive Group, Inc.
EIN
58-1474852
Plan number
001
Plan type
2
Location
Mcdonough, GA
Latest filing year
2023
Participants
158
End-of-year plan assets
$14,945,473

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241015081312NAL0055169378001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,945,473
Total liabilities (EOY)
$104
Net assets (EOY)
$14,945,369
Net assets (BOY)
$12,123,965

Income & contributions

Employer contributions
$684,961
Participant contributions
$726,318
Total contributions
$1,411,279
Total income / additions
$3,281,307

Expenses & distributions

Benefits paid
$321,346
Administrative expenses
$71,572
Total expenses
$459,903
Net increase / (decrease)
$2,821,404

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CoRECORDKEEPER$2,434$02023

Related Form 5500 pages