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BELL & COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBELL & COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number 001

BELL & COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BELL & COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BELL & COMPANY
Employer identification number (EIN):630941561
NAIC Classification:423400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL & COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01ROBERT WILKINS2016-07-08
0012014-01-01ROBERT D. WILKINS2015-05-15
0012013-01-01ROBERT D. WILKINS2014-07-17
0012012-01-01ROBERT D. WILKINS2013-07-24
0012011-01-01ROBERT D. WILKINS2012-06-27
0012010-01-01ROBERT D. WILKINS2011-07-06

Financial Data on BELL & COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : BELL & COMPANY 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-135046
Net assets as of the end of the plan year2025-10-13670058
Total assets as of the beginning of the plan year2025-10-13549484
Value of plan covered by a fidelity bond2025-10-1350000
Participant contributions to plan in this plan year2025-10-1332405
Other income to plan in this plan year2025-10-1382844
Plan net income in this plan year2025-10-13120574
Net assets as of the end of the plan year2025-10-13670058
Net assets as of the beginning of the plan year2025-10-13549484
Employer contributions to plan in this plan year2025-10-1310371
Fees paid to broker by Benefit Provider2025-10-13338
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-135046
2024 : BELL & COMPANY 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-094193
Net assets as of the end of the plan year2024-10-09549484
Total assets as of the beginning of the plan year2024-10-09456990
Value of plan covered by a fidelity bond2024-10-0950000
Participant contributions to plan in this plan year2024-10-097648
Other income to plan in this plan year2024-10-0982424
Plan net income in this plan year2024-10-0992494
Net assets as of the end of the plan year2024-10-09549484
Net assets as of the beginning of the plan year2024-10-09456990
Employer contributions to plan in this plan year2024-10-096615
Fees paid to broker by Benefit Provider2024-10-09236
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-094193
2022 : BELL & COMPANY 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1255706
Net assets as of the end of the plan year2022-10-121979272
Total assets as of the beginning of the plan year2022-10-121770130
Value of plan covered by a fidelity bond2022-10-1250000
Participant contributions to plan in this plan year2022-10-1210327
Other income to plan in this plan year2022-10-12245675
Plan net income in this plan year2022-10-12209142
Net assets as of the end of the plan year2022-10-121979272
Net assets as of the beginning of the plan year2022-10-121770130
Employer contributions to plan in this plan year2022-10-128846
Fees paid to broker by Benefit Provider2022-10-12935

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