BELFORT ASSETS LLC
Plan context: BELFORT ASSETS LLC 401(K) PLAN
EIN 27-0529567 • Dallas, TX • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$289,721
2025 Contributions
$71,064
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $289,721 | $71,064 | $14,213iApproximate average salary by contribution assumption: employee only about $355,320 at 4% or $236,880 at 6%; with 50% employer match about $236,880 at 4% or $157,920 at 6%; with 100% employer match about $177,660 at 4% or $118,440 at 6%. |
| BELFORT ASSETS LLC 401(K) PLAN | - | 5 | $289,721 | $71,064 | $14,213iApproximate average salary by contribution assumption: employee only about $355,320 at 4% or $236,880 at 6%; with 50% employer match about $236,880 at 4% or $157,920 at 6%; with 100% employer match about $177,660 at 4% or $118,440 at 6%. |
| 2024 | 1 | 3 | $178,340 | $43,192 | $14,397iApproximate average salary by contribution assumption: employee only about $359,933 at 4% or $239,956 at 6%; with 50% employer match about $239,956 at 4% or $159,970 at 6%; with 100% employer match about $179,967 at 4% or $119,978 at 6%. |
| BELFORT ASSETS LLC 401(K) PLAN | - | 3 | $178,340 | $43,192 | $14,397iApproximate average salary by contribution assumption: employee only about $359,933 at 4% or $239,956 at 6%; with 50% employer match about $239,956 at 4% or $159,970 at 6%; with 100% employer match about $179,967 at 4% or $119,978 at 6%. |
| 2023 | 1 | 3 | $116,655 | $37,883 | $12,628iApproximate average salary by contribution assumption: employee only about $315,692 at 4% or $210,461 at 6%; with 50% employer match about $210,461 at 4% or $140,307 at 6%; with 100% employer match about $157,846 at 4% or $105,231 at 6%. |
| BELFORT ASSETS LLC 401(K) PLAN | - | 3 | $116,655 | $37,883 | $12,628iApproximate average salary by contribution assumption: employee only about $315,692 at 4% or $210,461 at 6%; with 50% employer match about $210,461 at 4% or $140,307 at 6%; with 100% employer match about $157,846 at 4% or $105,231 at 6%. |
| 2022 | 1 | 3 | $61,194 | $39,037 | $13,012iApproximate average salary by contribution assumption: employee only about $325,308 at 4% or $216,872 at 6%; with 50% employer match about $216,872 at 4% or $144,581 at 6%; with 100% employer match about $162,654 at 4% or $108,436 at 6%. |
| BELFORT ASSETS LLC 401(K) PLAN | - | 3 | $61,194 | $39,037 | $13,012iApproximate average salary by contribution assumption: employee only about $325,308 at 4% or $216,872 at 6%; with 50% employer match about $216,872 at 4% or $144,581 at 6%; with 100% employer match about $162,654 at 4% or $108,436 at 6%. |
| 2021 | 1 | 3 | $30,025 | $29,403 | $9,801iApproximate average salary by contribution assumption: employee only about $245,025 at 4% or $163,350 at 6%; with 50% employer match about $163,350 at 4% or $108,900 at 6%; with 100% employer match about $122,513 at 4% or $81,675 at 6%. |
| BELFORT ASSETS LLC 401(K) PLAN | - | 3 | $30,025 | $29,403 | $9,801iApproximate average salary by contribution assumption: employee only about $245,025 at 4% or $163,350 at 6%; with 50% employer match about $163,350 at 4% or $108,900 at 6%; with 100% employer match about $122,513 at 4% or $81,675 at 6%. |