401k Plan data: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN plan

BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 401k Plan overview

Plan Name	BELL INVESTMENT ADVISORS, INC. 401(K) PLAN
Plan identification number	001

BELL INVESTMENT ADVISORS, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 INVESTMENT ADVISORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: BELL INVESTMENT ADVISORS, INC.

Employer identification number (EIN): 943129063

NAIC Classification: 523900

Additional information about BELL INVESTMENT ADVISORS, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1990-12-26

Company Identification Number: C1516707

Legal Registered Office Address: 1111 Broadway Ste 1630

Oakland
United States of America (USA)
94607

More information about BELL INVESTMENT ADVISORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL INVESTMENT ADVISORS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRIAN BAYLIS 2024-03-13
001 2022-01-01 BRIAN BAYLIS 2023-02-15
001 2021-01-01 BRIAN BAYLIS 2022-03-07
001 2020-01-01 BRIAN BAYLIS 2021-04-21
001 2019-01-01 BRIAN BAYLIS 2020-03-13
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JAMES BELL
001 2013-01-01 JAMES BELL
001 2012-01-01 JAMES BELL
001 2011-01-01 JAMES BELL
001 2009-01-01 JAMES BELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BRIAN BAYLIS	2024-03-13
001	2022-01-01	BRIAN BAYLIS	2023-02-15
001	2021-01-01	BRIAN BAYLIS	2022-03-07
001	2020-01-01	BRIAN BAYLIS	2021-04-21
001	2019-01-01	BRIAN BAYLIS	2020-03-13
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JAMES BELL
001	2013-01-01	JAMES BELL
001	2012-01-01	JAMES BELL
001	2011-01-01	JAMES BELL
001	2009-01-01	JAMES BELL

Plan Statistics for BELL INVESTMENT ADVISORS, INC. 401(K) PLAN

401k plan membership statisitcs for BELL INVESTMENT ADVISORS, INC. 401(K) PLAN

Measure Date Value
2023: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 15
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 2
Total of all active and inactive participants 2023-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 18
Number of participants with account balances 2023-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 20
Number of participants with account balances 2022-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 14
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 18
Number of participants with account balances 2021-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 14
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 19
Number of participants with account balances 2020-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 18
Number of participants with account balances 2019-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 12
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 16
Number of participants with account balances 2018-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	15
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	2
Total of all active and inactive participants	2023-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	18
Number of participants with account balances	2023-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	20
Number of participants with account balances	2022-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	14
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	18
Number of participants with account balances	2021-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	14
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	19
Number of participants with account balances	2020-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	18
Number of participants with account balances	2019-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	12
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	16
Number of participants with account balances	2018-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on BELL INVESTMENT ADVISORS, INC. 401(K) PLAN

Measure	Date	Value
2023 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,263,270
Expenses. Total of all expenses incurred	2023-12-31	$464,739
Benefits paid (including direct rollovers)	2023-12-31	$463,217
Total plan assets at end of year	2023-12-31	$6,167,687
Total plan assets at beginning of year	2023-12-31	$5,369,156
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$239,048
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$774,331
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$798,531
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,167,687
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,369,156
Total contributions received or receivable from employer(s)	2023-12-31	$249,891
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$1,522
2022 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-179,526
Expenses. Total of all expenses incurred	2022-12-31	$193,875
Benefits paid (including direct rollovers)	2022-12-31	$189,854
Total plan assets at end of year	2022-12-31	$5,369,156
Total plan assets at beginning of year	2022-12-31	$5,742,557
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$252,263
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-633,489
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-373,401
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,369,156
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,742,557
Total contributions received or receivable from employer(s)	2022-12-31	$201,700
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$4,021
2021 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,059,551
Expenses. Total of all expenses incurred	2021-12-31	$101,227
Benefits paid (including direct rollovers)	2021-12-31	$100,827
Total plan assets at end of year	2021-12-31	$5,742,557
Total plan assets at beginning of year	2021-12-31	$4,784,233
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$236,093
Expenses. Other expenses not covered elsewhere	2021-12-31	$400
Contributions received from other sources (not participants or employers)	2021-12-31	$43,504
Other income received	2021-12-31	$570,295
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$958,324
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,742,557
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,784,233
Total contributions received or receivable from employer(s)	2021-12-31	$209,659
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$867,395
Expenses. Total of all expenses incurred	2020-12-31	$235,785
Benefits paid (including direct rollovers)	2020-12-31	$235,781
Total plan assets at end of year	2020-12-31	$4,784,233
Total plan assets at beginning of year	2020-12-31	$4,152,623
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$200,726
Expenses. Other expenses not covered elsewhere	2020-12-31	$4
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$476,843
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$631,610
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,784,233
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,152,623
Total contributions received or receivable from employer(s)	2020-12-31	$189,826
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,048,636
Expenses. Total of all expenses incurred	2019-12-31	$675,571
Benefits paid (including direct rollovers)	2019-12-31	$671,883
Total plan assets at end of year	2019-12-31	$4,152,623
Total plan assets at beginning of year	2019-12-31	$3,779,558
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$185,672
Expenses. Other expenses not covered elsewhere	2019-12-31	$3,688
Contributions received from other sources (not participants or employers)	2019-12-31	$912
Other income received	2019-12-31	$702,302
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$373,065
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,152,623
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,779,558
Total contributions received or receivable from employer(s)	2019-12-31	$159,750
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$83,826
Expenses. Total of all expenses incurred	2018-12-31	$89,946
Benefits paid (including direct rollovers)	2018-12-31	$89,646
Total plan assets at end of year	2018-12-31	$3,779,558
Total plan assets at beginning of year	2018-12-31	$3,785,678
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$192,330
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$48
Other income received	2018-12-31	$-275,920
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-6,120
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,779,558
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,785,678
Total contributions received or receivable from employer(s)	2018-12-31	$167,368
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,345,363
Expenses. Total of all expenses incurred	2017-12-31	$2,782,273
Benefits paid (including direct rollovers)	2017-12-31	$2,782,273
Total plan assets at end of year	2017-12-31	$3,785,678
Total plan assets at beginning of year	2017-12-31	$5,222,588
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$228,489
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$460,217
Other income received	2017-12-31	$478,665
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-1,436,910
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,785,678
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,222,588
Total contributions received or receivable from employer(s)	2017-12-31	$177,992
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$487,838
Expenses. Total of all expenses incurred	2016-12-31	$771,409
Benefits paid (including direct rollovers)	2016-12-31	$769,916
Total plan assets at end of year	2016-12-31	$5,222,588
Total plan assets at beginning of year	2016-12-31	$5,506,159
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$239,302
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,493
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$81,171
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-283,571
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,222,588
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,506,159
Total contributions received or receivable from employer(s)	2016-12-31	$167,365
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$338,341
Expenses. Total of all expenses incurred	2015-12-31	$56,151
Benefits paid (including direct rollovers)	2015-12-31	$56,151
Total plan assets at end of year	2015-12-31	$5,506,159
Total plan assets at beginning of year	2015-12-31	$5,223,969
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$221,193
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$59,203
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$282,190
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,506,159
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,223,969
Total contributions received or receivable from employer(s)	2015-12-31	$57,945
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$246,645
Expenses. Total of all expenses incurred	2014-12-31	$1,100
Benefits paid (including direct rollovers)	2014-12-31	$1,100
Total plan assets at end of year	2014-12-31	$5,223,969
Total plan assets at beginning of year	2014-12-31	$4,978,424
Value of fidelity bond covering the plan	2014-12-31	$522,397
Total contributions received or receivable from participants	2014-12-31	$199,769
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-5,805
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$245,545
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,223,969
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,978,424
Total contributions received or receivable from employer(s)	2014-12-31	$52,681
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,080,028
Expenses. Total of all expenses incurred	2013-12-31	$1,462
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$4,978,424
Total plan assets at beginning of year	2013-12-31	$3,899,858
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$190,187
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,462
Contributions received from other sources (not participants or employers)	2013-12-31	$5,325
Other income received	2013-12-31	$839,653
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,078,566
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,978,424
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,899,858
Total contributions received or receivable from employer(s)	2013-12-31	$44,863
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$711,927
Expenses. Total of all expenses incurred	2012-12-31	$237,459
Benefits paid (including direct rollovers)	2012-12-31	$236,856
Total plan assets at end of year	2012-12-31	$3,899,858
Total plan assets at beginning of year	2012-12-31	$3,425,390
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$170,507
Expenses. Other expenses not covered elsewhere	2012-12-31	$603
Contributions received from other sources (not participants or employers)	2012-12-31	$81,603
Other income received	2012-12-31	$419,472
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$474,468
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,899,858
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,425,390
Total contributions received or receivable from employer(s)	2012-12-31	$40,345
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$1,540,408
Expenses. Total of all expenses incurred	2011-12-31	$99,180
Benefits paid (including direct rollovers)	2011-12-31	$99,016
Total plan assets at end of year	2011-12-31	$3,425,390
Total plan assets at beginning of year	2011-12-31	$1,984,162
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$162,653
Expenses. Other expenses not covered elsewhere	2011-12-31	$164
Contributions received from other sources (not participants or employers)	2011-12-31	$1,513,239
Other income received	2011-12-31	$-176,679
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$1,441,228
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,425,390
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,984,162
Total contributions received or receivable from employer(s)	2011-12-31	$41,195
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$573,688
Expenses. Total of all expenses incurred	2010-12-31	$176,609
Benefits paid (including direct rollovers)	2010-12-31	$176,609
Total plan assets at end of year	2010-12-31	$1,984,162
Total plan assets at beginning of year	2010-12-31	$1,587,083
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$151,363
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$258,888
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$397,079
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,984,162
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,587,083
Total contributions received or receivable from employer(s)	2010-12-31	$163,437
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for BELL INVESTMENT ADVISORS, INC. 401(K) PLAN

2023: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 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 – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BELL INVESTMENT ADVISORS, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BELL INVESTMENTS INC 401(K) PLAN [EIN = 822858219]

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Company Name:	BELL INVESTMENT ADVISORS, INC.
Employer identification number (EIN):	943129063
NAIC Classification:	523900

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1990-12-26
Company Identification Number:	C1516707
Legal Registered Office Address:	1111 Broadway Ste 1630 Oakland United States of America (USA) 94607