401k Plan data: BELSONO MANAGEMENT GROUP, LLC plan

BELSONO MANAGEMENT GROUP, LLC 401k Plan overview

Plan Name	BELSONO MANAGEMENT GROUP, LLC
Plan identification number	001

BELSONO MANAGEMENT GROUP, LLC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BELSONO MANAGEMENT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: BELSONO MANAGEMENT GROUP, LLC

Employer identification number (EIN): 812350990

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about BELSONO MANAGEMENT GROUP, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 6021925

More information about BELSONO MANAGEMENT GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELSONO MANAGEMENT GROUP, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MATT HALE 2023-10-14
001 2021-01-01 SCOTT SCHRACK 2022-10-11
001 2020-01-01 DAVID DUTSON 2021-12-12
001 2019-01-01 DAVID DUTSON 2020-10-15
001 2018-01-01 DAVID DUTSON 2019-10-14
001 2017-01-01
001 2016-01-01 JONATHAN WEIZMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MATT HALE	2023-10-14
001	2021-01-01	SCOTT SCHRACK	2022-10-11
001	2020-01-01	DAVID DUTSON	2021-12-12
001	2019-01-01	DAVID DUTSON	2020-10-15
001	2018-01-01	DAVID DUTSON	2019-10-14
001	2017-01-01
001	2016-01-01	JONATHAN WEIZMAN

Plan Statistics for BELSONO MANAGEMENT GROUP, LLC

401k plan membership statisitcs for BELSONO MANAGEMENT GROUP, LLC

Measure Date Value
2022: BELSONO MANAGEMENT GROUP, LLC 2022 401k membership
Total participants, beginning-of-year 2022-01-01 631
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 28
Total of all active and inactive participants 2022-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 28
Number of participants with account balances 2022-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 66
2021: BELSONO MANAGEMENT GROUP, LLC 2021 401k membership
Total participants, beginning-of-year 2021-01-01 592
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 479
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 152
Total of all active and inactive participants 2021-01-01 631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 631
Number of participants with account balances 2021-01-01 439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 68
2020: BELSONO MANAGEMENT GROUP, LLC 2020 401k membership
Total participants, beginning-of-year 2020-01-01 490
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 486
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 106
Total of all active and inactive participants 2020-01-01 592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 592
Number of participants with account balances 2020-01-01 389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 37
2019: BELSONO MANAGEMENT GROUP, LLC 2019 401k membership
Total participants, beginning-of-year 2019-01-01 385
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 451
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 490
Number of participants with account balances 2019-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 35
2018: BELSONO MANAGEMENT GROUP, LLC 2018 401k membership
Total participants, beginning-of-year 2018-01-01 286
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 331
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 54
Total of all active and inactive participants 2018-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 385
Number of participants with account balances 2018-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 39
2017: BELSONO MANAGEMENT GROUP, LLC 2017 401k membership
Total participants, beginning-of-year 2017-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 280
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 286
Number of participants with account balances 2017-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 26
2016: BELSONO MANAGEMENT GROUP, LLC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 193
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 202
Number of participants with account balances 2016-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9

Measure	Date	Value
2022: BELSONO MANAGEMENT GROUP, LLC 2022 401k membership
Total participants, beginning-of-year	2022-01-01	631
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	28
Total of all active and inactive participants	2022-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	28
Number of participants with account balances	2022-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	66
2021: BELSONO MANAGEMENT GROUP, LLC 2021 401k membership
Total participants, beginning-of-year	2021-01-01	592
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	479
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	152
Total of all active and inactive participants	2021-01-01	631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	631
Number of participants with account balances	2021-01-01	439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	68
2020: BELSONO MANAGEMENT GROUP, LLC 2020 401k membership
Total participants, beginning-of-year	2020-01-01	490
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	486
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	106
Total of all active and inactive participants	2020-01-01	592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	592
Number of participants with account balances	2020-01-01	389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	37
2019: BELSONO MANAGEMENT GROUP, LLC 2019 401k membership
Total participants, beginning-of-year	2019-01-01	385
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	451
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	490
Number of participants with account balances	2019-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	35
2018: BELSONO MANAGEMENT GROUP, LLC 2018 401k membership
Total participants, beginning-of-year	2018-01-01	286
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	331
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	54
Total of all active and inactive participants	2018-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	385
Number of participants with account balances	2018-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	39
2017: BELSONO MANAGEMENT GROUP, LLC 2017 401k membership
Total participants, beginning-of-year	2017-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	280
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	286
Number of participants with account balances	2017-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	26
2016: BELSONO MANAGEMENT GROUP, LLC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	193
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	202
Number of participants with account balances	2016-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9

Financial Data on BELSONO MANAGEMENT GROUP, LLC

Measure	Date	Value
2022 : BELSONO MANAGEMENT GROUP, LLC 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$206,165
Total transfer of assets from this plan	2022-12-31	$7,930,899
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$455,779
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,048,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$988,696
Expenses. Certain deemed distributions of participant loans	2022-12-31	$15,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,974,665
Value of total assets at end of year	2022-12-31	$168,715
Value of total assets at beginning of year	2022-12-31	$8,485,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$43,794
Total interest from all sources	2022-12-31	$10,531
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,663,567
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$280,169
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$306,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$240
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$13,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-592,365
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$168,715
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,485,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$2,775
Value of interest in pooled separate accounts at end of year	2022-12-31	$168,715
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$8,073,018
Interest on participant loans	2022-12-31	$10,531
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,529,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,900
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$119,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$988,696
Contract administrator fees	2022-12-31	$40,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GETTRY MARCUS
Accountancy firm EIN	2022-12-31	133418879
2021 : BELSONO MANAGEMENT GROUP, LLC 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,891,200
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$730,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$671,641
Value of total corrective distributions	2021-12-31	$14,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,942,111
Value of total assets at end of year	2021-12-31	$8,485,814
Value of total assets at beginning of year	2021-12-31	$6,325,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$44,751
Total interest from all sources	2021-12-31	$10,177
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,503,177
Participant contributions at end of year	2021-12-31	$280,169
Participant contributions at beginning of year	2021-12-31	$163,800
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$319,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$490
Total non interest bearing cash at end of year	2021-12-31	$13,236
Total non interest bearing cash at beginning of year	2021-12-31	$2,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,160,694
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,485,814
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,325,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$2,818
Value of interest in pooled separate accounts at end of year	2021-12-31	$8,073,018
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,046,125
Interest on participant loans	2021-12-31	$10,177
Net investment gain/loss from pooled separate accounts	2021-12-31	$938,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$119,391
Employer contributions (assets) at end of year	2021-12-31	$119,391
Employer contributions (assets) at beginning of year	2021-12-31	$112,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$671,641
Contract administrator fees	2021-12-31	$41,443
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GETTRY MARCUS
Accountancy firm EIN	2021-12-31	133418879
2020 : BELSONO MANAGEMENT GROUP, LLC 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,187,905
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$183,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$144,345
Value of total corrective distributions	2020-12-31	$10,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,357,461
Value of total assets at end of year	2020-12-31	$6,325,120
Value of total assets at beginning of year	2020-12-31	$4,320,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,315
Total interest from all sources	2020-12-31	$6,358
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$28,315
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,206,865
Participant contributions at end of year	2020-12-31	$163,800
Participant contributions at beginning of year	2020-12-31	$91,233
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$38,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$2,969
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,004,491
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,325,120
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,320,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$6,046,125
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,145,421
Interest on participant loans	2020-12-31	$6,358
Net investment gain/loss from pooled separate accounts	2020-12-31	$824,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$112,226
Employer contributions (assets) at end of year	2020-12-31	$112,226
Employer contributions (assets) at beginning of year	2020-12-31	$83,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$144,345
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GETTRY MARCUS
Accountancy firm EIN	2020-12-31	133418879
2019 : BELSONO MANAGEMENT GROUP, LLC 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,111,075
Total income from all sources (including contributions)	2019-12-31	$2,111,075
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$221,817
Total of all expenses incurred	2019-12-31	$221,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$200,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$200,145
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,227
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,227
Value of total corrective distributions	2019-12-31	$1,999
Value of total corrective distributions	2019-12-31	$1,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,464,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,464,667
Value of total assets at end of year	2019-12-31	$4,320,629
Value of total assets at end of year	2019-12-31	$4,320,629
Value of total assets at beginning of year	2019-12-31	$2,431,371
Value of total assets at beginning of year	2019-12-31	$2,431,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,446
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,446
Total interest from all sources	2019-12-31	$6,563
Total interest from all sources	2019-12-31	$6,563
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$435,000
Value of fidelity bond cover	2019-12-31	$435,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,059,639
Contributions received from participants	2019-12-31	$1,059,639
Participant contributions at end of year	2019-12-31	$91,233
Participant contributions at end of year	2019-12-31	$91,233
Participant contributions at beginning of year	2019-12-31	$79,286
Participant contributions at beginning of year	2019-12-31	$79,286
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$321,053
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$321,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,889,258
Value of net income/loss	2019-12-31	$1,889,258
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,320,629
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,320,629
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,431,371
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,431,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,145,421
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,145,421
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,282,786
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,282,786
Interest on participant loans	2019-12-31	$6,563
Interest on participant loans	2019-12-31	$6,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$639,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$639,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$83,975
Contributions received in cash from employer	2019-12-31	$83,975
Employer contributions (assets) at end of year	2019-12-31	$83,975
Employer contributions (assets) at end of year	2019-12-31	$83,975
Employer contributions (assets) at beginning of year	2019-12-31	$69,299
Employer contributions (assets) at beginning of year	2019-12-31	$69,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$200,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$200,145
Contract administrator fees	2019-12-31	$18,446
Contract administrator fees	2019-12-31	$18,446
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GETTRY MARCUS
Accountancy firm name	2019-12-31	GETTRY MARCUS
Accountancy firm EIN	2019-12-31	133418879
Accountancy firm EIN	2019-12-31	133418879
2018 : BELSONO MANAGEMENT GROUP, LLC 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,107,901
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$325,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$302,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,264,103
Value of total assets at end of year	2018-12-31	$2,431,371
Value of total assets at beginning of year	2018-12-31	$1,649,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$23,505
Total interest from all sources	2018-12-31	$1,543
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$355,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$939,736
Participant contributions at end of year	2018-12-31	$79,286
Participant contributions at beginning of year	2018-12-31	$30,047
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$38,938
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$255,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$782,075
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,431,371
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,649,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,282,786
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,530,517
Interest on participant loans	2018-12-31	$1,543
Net investment gain/loss from pooled separate accounts	2018-12-31	$-157,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$69,299
Employer contributions (assets) at end of year	2018-12-31	$69,299
Employer contributions (assets) at beginning of year	2018-12-31	$49,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$302,321
Contract administrator fees	2018-12-31	$23,505
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GETTRY MARCUS
Accountancy firm EIN	2018-12-31	133418879
2017 : BELSONO MANAGEMENT GROUP, LLC 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,107,370
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$106,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$93,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$906,892
Value of total assets at end of year	2017-12-31	$1,649,296
Value of total assets at beginning of year	2017-12-31	$648,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$13,835
Total interest from all sources	2017-12-31	$1,326
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$65,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$673,952
Participant contributions at end of year	2017-12-31	$30,047
Participant contributions at beginning of year	2017-12-31	$4,131
Participant contributions at end of year	2017-12-31	$38,938
Participant contributions at beginning of year	2017-12-31	$35,647
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$183,146
Administrative expenses (other) incurred	2017-12-31	$13,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,000,430
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,649,296
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$648,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,530,517
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$579,327
Interest on participant loans	2017-12-31	$1,326
Net investment gain/loss from pooled separate accounts	2017-12-31	$199,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$49,794
Employer contributions (assets) at end of year	2017-12-31	$49,794
Employer contributions (assets) at beginning of year	2017-12-31	$29,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$93,105
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GETTRY MARCUS
Accountancy firm EIN	2017-12-31	133418879
2016 : BELSONO MANAGEMENT GROUP, LLC 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$540,114
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$39,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$33,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$506,011
Value of total assets at end of year	2016-12-31	$648,866
Value of total assets at beginning of year	2016-12-31	$148,117
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,256
Total interest from all sources	2016-12-31	$193
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$45,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$414,351
Participant contributions at end of year	2016-12-31	$4,131
Participant contributions at beginning of year	2016-12-31	$5,000
Participant contributions at end of year	2016-12-31	$35,647
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$45,758
Administrative expenses (other) incurred	2016-12-31	$6,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$500,749
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$648,866
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$148,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$579,327
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$143,117
Income. Interest from loans (other than to participants)	2016-12-31	$193
Net investment gain/loss from pooled separate accounts	2016-12-31	$33,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$45,902
Employer contributions (assets) at end of year	2016-12-31	$29,761
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$33,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GETTRY MARCUS
Accountancy firm EIN	2016-12-31	133418879

Form 5500 Responses for BELSONO MANAGEMENT GROUP, LLC

2022: BELSONO MANAGEMENT GROUP, LLC 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BELSONO MANAGEMENT GROUP, LLC 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BELSONO MANAGEMENT GROUP, LLC 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BELSONO MANAGEMENT GROUP, LLC 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BELSONO MANAGEMENT GROUP, LLC 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BELSONO MANAGEMENT GROUP, LLC 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BELSONO MANAGEMENT GROUP, LLC 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

146181

Policy instance

Insurance contract or identification number	146181
Number of Individuals Covered	447
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $19,059
Total amount of fees paid to insurance company	USD $4,180
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,059
Insurance broker organization code?	3
Amount paid for insurance broker fees	4180
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

146181

Policy instance

Insurance contract or identification number	146181
Number of Individuals Covered	439
Insurance policy start date	2021-10-08
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $17,233
Total amount of fees paid to insurance company	USD $17,366
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,233
Insurance broker organization code?	3
Amount paid for insurance broker fees	9762
Additional information about fees paid to insurance broker	TPA COMPENSATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

146181

Policy instance

Insurance contract or identification number	146181
Number of Individuals Covered	389
Insurance policy start date	2020-10-08
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,272
Total amount of fees paid to insurance company	USD $13,481
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13481
Additional information about fees paid to insurance broker	TPA COMPENSATON
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $2,272

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91340073

Policy instance

Insurance contract or identification number	91340073
Number of Individuals Covered	329
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $5,648
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,824
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91340073

Policy instance

Insurance contract or identification number	91340073
Number of Individuals Covered	224
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,522
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,761
Insurance broker organization code?	3

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91340073

Policy instance

Insurance contract or identification number	91340073
Number of Individuals Covered	181
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,854
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $927
Insurance broker organization code?	3
Insurance broker name	GROSSMAN, CLU DAVID

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Company Name:	BELSONO MANAGEMENT GROUP, LLC
Employer identification number (EIN):	812350990
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	6021925