Plan5500

Belkorp Group 401(K) Plan — Form 5500 plan (Belkorp Ag Holdings, 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, Belkorp Group 401(K) Plan is a benefit plan reported by Belkorp Ag Holdings, Inc. under EIN 99-0367362 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $11,532,952 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Belkorp Ag Holdings, Inc.
EIN
99-0367362
Plan number
001
Plan type
2
Location
Modesto, CA
Latest filing year
2023
Participants
215
End-of-year plan assets
$11,532,952

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20241012112857NAL0013292867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,532,952
Net assets (EOY)
$11,532,952
Net assets (BOY)
$9,763,120

Income & contributions

Employer contributions
$370,445
Participant contributions
$1,160,727
Total contributions
$1,533,675
Total income / additions
$3,190,266

Expenses & distributions

Benefits paid
$1,405,179
Administrative expenses
$15,255
Total expenses
$1,420,434
Net increase / (decrease)
$1,769,832

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$38,681$02023
Osborne & Associates, Inc.RECORDKEEPER$23,848$4272023
Atherton & Associates LlpAUDITORnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages