Bell-Carter Foods, LLC Employee Retirement Plan — Form 5500 plan (Bell-Carter Foods, 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-Carter Foods, LLC Employee Retirement Plan is a benefit plan reported by Bell-Carter Foods, LLC. under EIN 94-1338890 and plan number 002. The latest loaded filing year is 2023. The filing reports 439 participants and $35,764,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bell-Carter Foods, LLC.
- EIN
- 94-1338890
- Plan number
- 002
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $35,764,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20241015162901NAL0029107985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,764,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,764,726
- Net assets (BOY)
- $36,257,346
Income & contributions
- Employer contributions
- $522,752
- Participant contributions
- $1,282,273
- Total contributions
- $2,033,126
- Total income / additions
- $7,211,044
Expenses & distributions
- Benefits paid
- $7,611,616
- Administrative expenses
- $92,048
- Total expenses
- $7,703,664
- Net increase / (decrease)
- -$492,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,054 | $0 | 2023 |
| Woodbury Financial | INVESTMENT ADVISORY | $34,994 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bell-Carter Foods, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut Creek, CA
- Principal Life Insurance Company — Schedule C compensation
- Woodbury Financial — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation