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, Belnick, Inc. Retirement Trust is a benefit plan reported by Belnick, Inc. under EIN 58-2654465 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $9,903,006 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,903,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,903,006
- Net assets (BOY)
- $7,603,762
Income & contributions
- Employer contributions
- $555,082
- Participant contributions
- $1,086,808
- Total contributions
- $1,800,666
- Total income / additions
- $3,145,243
Expenses & distributions
- Benefits paid
- $798,096
- Administrative expenses
- $29,648
- Total expenses
- $845,999
- Net increase / (decrease)
- $2,299,244