Bella Vita 401k — Form 5500 plan (The Bella Vita Corporation)
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, Bella Vita 401k is a benefit plan reported by The Bella Vita Corporation under EIN 87-0964015 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $1,639,027 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bella Vita Corporation
- EIN
- 87-0964015
- Plan number
- 001
- Plan type
- 2
- Location
- Matthews, NC
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,639,027
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240929152631NAL0002160067001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,639,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,639,027
- Net assets (BOY)
- $1,099,752
Income & contributions
- Employer contributions
- $1,126
- Participant contributions
- $2,177
- Total income / additions
- $539,275
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $539,275
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.