Original filing (PDF)20240619110423NAL0008171906003

MCBELZ ENTERPRISES INC.

Name: MCBELZ ENTERPRISES INC. — MCBELZ ENTERPRISES FIDELITY SELF EMPLOYED 401K, Form 5500 (2023)
Creator: MCBELZ ENTERPRISES INC.

Form 5500-SF

FILING_RECEIVED

MCBELZ ENTERPRISES FIDELITY SELF EMPLOYED 401K

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCBELZ ENTERPRISES INC..

Plan sponsor

Name

MCBELZ ENTERPRISES INC.

EIN

13-3419448

Address

16 REYNOLDS LANE · KATONAH, NY · 10536

Phone

(212) 873-1472

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-19

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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