Belmont Capital Llc 401(k) Plan: Login, Facts & Contact Information

Belmont Capital Llc 401(k) Plan Facts

Plan name
BELMONT CAPITAL TAX DEFERRED SAVINGS PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BELMONT CAPITAL LLC
Participants
843 (570 active employees)
Former employees with a balance
237
Plan assets
$36,690,639 at Dec 31, 2024
Average account balance
$49,582 across 740 accounts
Employer contributions
$320,102 in plan year 2024 (10% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1979
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed May 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.28 million went into the plan in contributions, $320,102 of it from the employer (10%).
  • $1.55 million was paid out to participants.
  • Investment and other income added $4.27 million.
  • Administrative expenses were $160,209, about $216 per account.

How the Belmont Capital Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019540$22.5 million$253,283$412,508
2020688$26.2 million$214,070$1.60 million
2021787$29.7 million$243,652$2.36 million
2022866$26.1 million$269,573$1.43 million
2023854$30.8 million$317,138$2.83 million
2024843$36.7 million$320,102$1.55 million

Belmont Capital Llc 401(k) Contact Information

Phone
617-499-2700
Mailing address
101 HUNTINGTON AVENUE SUITE 515, BOSTON MA 02199
Plan sponsor
BELMONT CAPITAL LLC
Employer identification number (EIN)
27-1144301
Plan number
001

Questions about the Belmont Capital Llc 401(k)

Does Belmont Capital Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $320,102, 10% of all contributions.

Does the Belmont Capital Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Belmont Capital Llc 401(k) plan?

843 participants at the start of plan year 2024, 570 of them active employees, and 237 former employees who still had money in the plan.

What is the average 401(k) balance at Belmont Capital Llc?

About $49,582 per account: $36.7 million in plan assets across 740 accounts with a balance at the end of plan year 2024.

Who manages the Belmont Capital Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Belmont Capital Llc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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