Bellmont Cabinet Co. 401k Ps Plan & Trust — Form 5500 plan (Pacific Crest Industries, Inc., Dba Bellmont Cabinet Co.)

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, Bellmont Cabinet Co. 401k Ps Plan & Trust is a benefit plan reported by Pacific Crest Industries, Inc., Dba Bellmont Cabinet Co. under EIN 91-1127279 and plan number 001. The latest loaded filing year is 2023. The filing reports 458 participants and $13,021,670 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific Crest Industries, Inc., Dba Bellmont Cabinet Co.
EIN
91-1127279
Plan number
001
Plan type
2
Location
Sumner, WA
Latest filing year
2023
Participants
458
End-of-year plan assets
$13,021,670

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023458H, C20241004104126NAL0019470208001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,021,670
Total liabilities (EOY)
$0
Net assets (EOY)
$13,021,670
Net assets (BOY)
$10,718,405

Income & contributions

Employer contributions
$543,813
Participant contributions
$1,045,700
Total contributions
$1,611,535
Total income / additions
$3,563,963

Expenses & distributions

Benefits paid
$1,211,607
Administrative expenses
$49,091
Total expenses
$1,260,698
Net increase / (decrease)
$2,303,265

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hohimer Wealth ManagementRIA$17,430$02023
Wilshire Associates Inc.RIA$2,324$02023

Related Form 5500 pages