Original filing (PDF)20231201083843NAL0016526208001

Bell Financial

Name: Bell Financial — Bell Financial Cash Balance Plan, Form 5500 (2022)
Creator: Bell Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bell Financial Cash Balance Plan

Defined-benefit pension plan · Bell Financial's Bell Financial Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Derek Bell signed Bell Financial's 2022 Form 5500 as plan administrator.

Derek Bell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bell Financial's EIN is 47-1338402.

EIN 47-1338402

Plan number 002

Plan year 2022

ACK ID 20231201083843NAL0016526208001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Bell Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Bell Financial's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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 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