How big is William J. & Kathleen E. Bellamy's plan?

William J. & Kathleen E. Bellamy's plan reported $4.0M in assets and 13 participants for 2023.

Original filing (PDF)20241001081155NAL0003841523001

William J. & Kathleen E. Bellamy

Name: William J. & Kathleen E. Bellamy — William J. &, Form 5500 (2023)
Creator: William J. & Kathleen E. Bellamy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William J. & Kathleen E. Bellamy Profit Sharing Plan

401(k) retirement plan · William J. & Kathleen E. Bellamy's William J. & Kathleen E. Bellamy Profit Sharing Plan held $4.0M in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

William J. & Kathleen E. Bellamy's EIN is 41-1535240.

EIN 41-1535240

Plan number 001

Plan year 2023

ACK ID 20241001081155NAL0003841523001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for William J. & Kathleen E. Bellamy from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

William J. & Kathleen E. Bellamy's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM J. & KATHLEEN E. BELLAMY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

WILLIAM J. & KATHLEEN E. BELLAMY

EIN

all filings

Address

1324 E 1ST STREET · DULUTH, MN · 55805

Phone

(218) 724-1332

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator