Bell & Associates Construction, LLC 401(K) Plan — Form 5500 plan (Bell & Associates Construction, 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, Bell & Associates Construction, LLC 401(K) Plan is a benefit plan reported by Bell & Associates Construction, LLC under EIN 62-1712793 and plan number 002. The latest loaded filing year is 2023. The filing reports 286 participants and $13,441,381 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bell & Associates Construction, LLC
EIN
62-1712793
Plan number
002
Plan type
2
Location
Brentwood, TN
Latest filing year
2023
Participants
286
End-of-year plan assets
$13,441,381

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20240816090811NAL0007882467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,441,381
Total liabilities (EOY)
$0
Net assets (EOY)
$13,441,381
Net assets (BOY)
$11,527,752

Income & contributions

Employer contributions
$617,826
Participant contributions
$1,318,147
Total contributions
$2,239,617
Total income / additions
$4,117,403

Expenses & distributions

Benefits paid
$2,176,705
Administrative expenses
$27,069
Total expenses
$2,203,774
Net increase / (decrease)
$1,913,629

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$14,234$02023
Acuff & Associates, IncTPA$12,835$7022023

Related Form 5500 pages