Blue Bell Creameries, Inc. 401(K) Plan — Form 5500 plan (Blue Bell Creameries, 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, Blue Bell Creameries, Inc. 401(K) Plan is a benefit plan reported by Blue Bell Creameries, Inc. under EIN 74-2983264 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,338 participants and $173,577,500 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Bell Creameries, Inc.
EIN
74-2983264
Plan number
004
Plan type
2
Location
Brenham, TX
Latest filing year
2023
Participants
3,338
End-of-year plan assets
$173,577,500

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,338H, C20241004111659NAL0006638291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$173,577,500
Total liabilities (EOY)
$0
Net assets (EOY)
$173,577,500
Net assets (BOY)
$152,279,604

Income & contributions

Employer contributions
$2,588,423
Participant contributions
$8,237,439
Total contributions
$12,239,897
Total income / additions
$38,679,902

Expenses & distributions

Benefits paid
$17,298,001
Administrative expenses
$55,606
Total expenses
$17,382,006
Net increase / (decrease)
$21,297,896

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$55,606$02023

Related Form 5500 pages