Belk Gambrell Enterprises, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Belk Gambrell Enterprises, LLC
  • Sponsor EIN: 475670237
  • Sponsor Address: 5625 FAIRVIEW ROAD, CHARLOTTE, NC, 28209
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 16
  • Total Assets: $2.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202516$2.3M$0$0
202414$1.7M$114,264$181,064
202316$1.2M$112,909$208,123
202215$723,296$89,450$160,482

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