How big is Belter Financial Services, Inc.'s plan?

Belter Financial Services, Inc.'s plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250916090945NAL0001212563001

Belter Financial Services, Inc.

Name: Belter Financial Services, Inc. — Belter Financial, Form 5500 (2024)
Creator: Belter Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Belter Financial Services, Inc. Retirement Plan

401(k) retirement plan · Belter Financial Services, Inc.'s Belter Financial Services, Inc. Retirement Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Belter Financial Services, Inc.'s EIN is 36-4334555.

EIN 36-4334555

Plan number 001

Plan year 2024

ACK ID 20250916090945NAL0001212563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Belter Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Belter Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score