Bell & Associates PLLC Health & Welfare Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Bell & Associates PLLC
  • Sponsor EIN: 464342401
  • Sponsor Address: PO BOX 11831, CHARLOTTE, NC, 282201831
  • Plan Type: Health & Welfare
  • Plan Number: 504
  • Total Participants: 14
  • Total Assets: $1,017

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202514$1,017$0$0
202414$1,017$2,345$0
202314$1,017$2,345$0
202213$1,017$2,345$0

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