Department of Labor filing

BELLETETE'S, INC.

BELLETETE'S, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Mar 31, 2025

Public filing 2024 · received Jan 13, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$5,495

Reported employer contributions per active participant.

Higher than about 95% of comparable plans

#People in the filing

273

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$341 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 9% of comparable plans

↗Investment performance

Not available

Plan assets changed 5.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions95th percentileTypical peer $1,431 · based on 182 comparable plans

Lower reported administrative expense9th percentileTypical peer $152 · based on 193 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Mar 31, 2025, BELLETETE'S, INC. reported $1,500,000 in employer contributions across the plan and 273 active participants. That works out to $5,495 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy81%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 31.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 35.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context69/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,500,000
Participant contributions: $1,308,355
Other contributions: $60,724
Employer share of reported contributions: 53.4%
Beginning assets: $34,638,271
Ending assets: $36,391,777
Ending net assets: $36,391,777
Ending liabilities: $0
Total income: $4,392,879
Total expenses: $2,639,373
Administrative expenses: $109,305
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$8,046

2023

$7,860

2024

$5,495

Plan-paid administrative expenses per participant

2022

$528

2023

$428

2024

$341

Active participants

2022

246

2023

253

2024

273

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,495	273	36.4M	20260113103837NAL0014092993001
2023	$7,860	253	34.6M	20250115123613NAL0012692195001
2022	$8,046	246	26.3M	20240111141512NAL0000149571001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 020264529-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Mar 31, 1970
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2S2E3D2G2J2K2F2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FINANCIAL STRATEGIES RET PTNRS	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260113103837NAL0014092993001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗