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  5. F. R. BELL & ASSOCIATES, INC.

F. R. BELL & ASSOCIATES, INC.

Contents

Company Details

Name: F. R. BELL & ASSOCIATES, INC.
Jurisdiction: Alaska
Legal type: Business Corporation
Status: Good Standing
Date of registration: 19 May 1986 (39 years ago)
Entity Number: 38178D
ZIP code: 99503
County: Anchorage
Place of Formation: ALASKA
Address: 801 W FIREWEED LANE #201, ANCHORAGE, AK 99503
Mailing Address: 801 WEST FIREWEED LANE #201, ANCHORAGE, AK 99503

Officers

Name Role
Christopher Burt Secretary
Frank Bell Director
Frank Bell President
Christopher Burt Vice President
Frank Bell Treasurer
R. ROBERT BELL Registered Agent
Christopher Burt Director

Form 5500

Plan Name Plan Year EIN/PN Received Total number of participants
F. R. BELL & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2023 920128211 2024-10-08 20
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Sponsor F. R. BELL & ASSOCIATES, INC.
Business code 541330
Sponsor’s telephone number 9072745257
Plan sponsor’s mailing address 801 W. FIREWEED LANE, ANCHORAGE, AK, 995031893
Plan sponsor’s address 801 W. FIREWEED LANE, ANCHORAGE, AK, 995031893

Number of participants as of the end of the plan year
Active participants 16
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 8
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 18
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2024-10-08
Name of individual signing FRANK BELL
Valid signature Filed with authorized/valid electronic signature
F.R. BELL AND ASSOCIATES, INC. 401(K) PLAN 2023 920128211 2024-05-08 28
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-01-01
Sponsor F.R. BELL & ASSOCIATES, INC.
Business code 541330
Sponsor’s telephone number 9072745257
Plan sponsor’s address 801 W FIREWEED LN, ANCHORAGE, AK, 995031893

Signature of
Role Plan administrator
Date 2024-05-08
Name of individual signing FRANK BELL
F. R. BELL & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 920128211 2023-10-10 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Sponsor F. R. BELL & ASSOCIATES, INC.
Business code 541330
Sponsor’s telephone number 9072745257
Plan sponsor’s mailing address 801 W. FIREWEED LANE, ANCHORAGE, AK, 995031893
Plan sponsor’s address 801 W. FIREWEED LANE, ANCHORAGE, AK, 995031893

Number of participants as of the end of the plan year
Active participants 15
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2023-10-10
Name of individual signing FRANK BELL
Valid signature Filed with authorized/valid electronic signature
F.R. BELL AND ASSOCIATES, INC. 401(K) PLAN 2022 920128211 2023-07-18 28
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-01-01
Sponsor F.R. BELL & ASSOCIATES, INC.
Business code 541330
Sponsor’s telephone number 9072745257
Plan sponsor’s address 801 W FIREWEED LN, ANCHORAGE, AK, 995031893

Signature of
Role Plan administrator
Date 2023-07-18
Name of individual signing FRANK BELL
F. R. BELL & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 920128211 2022-10-11 26
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Sponsor F. R. BELL & ASSOCIATES, INC.
Business code 541330
Sponsor’s telephone number 9072745257
Plan sponsor’s mailing address 801 W. FIREWEED LANE, ANCHORAGE, AK, 995031893
Plan sponsor’s address 801 W. FIREWEED LANE, ANCHORAGE, AK, 995031893

Number of participants as of the end of the plan year
Active participants 16
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 8
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 24
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing FRANK BELL
Valid signature Filed with authorized/valid electronic signature
F.R. BELL AND ASSOCIATES, INC. 401(K) PLAN 2021 920128211 2022-07-19 34
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-01-01
Sponsor F.R. BELL & ASSOCIATES, INC.
Business code 541330
Sponsor’s telephone number 9072745257
Plan sponsor’s address 801 W FIREWEED LN, ANCHORAGE, AK, 995031893

Signature of
Role Plan administrator
Date 2022-07-19
Name of individual signing FRANK BELL
F. R. BELL & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 920128211 2021-09-24 30
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Sponsor F. R. BELL & ASSOCIATES, INC.
Business code 541330
Sponsor’s telephone number 9072745257
Plan sponsor’s mailing address 801 W. FIREWEED LANE, ANCHORAGE, AK, 995031893
Plan sponsor’s address 801 W. FIREWEED LANE, ANCHORAGE, AK, 995031893

Number of participants as of the end of the plan year
Active participants 23
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 4
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 26
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2021-09-24
Name of individual signing FRANK BELL
Valid signature Filed with authorized/valid electronic signature
F.R. BELL AND ASSOCIATES, INC. 401(K) PLAN 2020 920128211 2021-09-08 38
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-01-01
Sponsor F.R. BELL & ASSOCIATES, INC.
Business code 541330
Sponsor’s telephone number 9072745257
Plan sponsor’s address 801 W FIREWEED LN, ANCHORAGE, AK, 995031893

Signature of
Role Plan administrator
Date 2021-09-08
Name of individual signing FRANK BELL
F. R. BELL & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 920128211 2020-09-23 35
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2007-01-01
Sponsor F. R. BELL & ASSOCIATES, INC.
Business code 541330
Sponsor’s telephone number 9072745257
Plan sponsor’s mailing address 801 W. FIREWEED LANE, ANCHORAGE, AK, 995031893
Plan sponsor’s address 801 W. FIREWEED LANE, ANCHORAGE, AK, 995031893

Number of participants as of the end of the plan year
Active participants 23
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 6
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 30
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2020-09-23
Name of individual signing FRANK BELL
Valid signature Filed with authorized/valid electronic signature
F.R. BELL AND ASSOCIATES, INC. 401(K) PLAN 2019 920128211 2020-06-25 41
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1988-01-01
Sponsor F.R. BELL & ASSOCIATES, INC.
Business code 541330
Sponsor’s telephone number 9072745257
Plan sponsor’s address 801 W FIREWEED LN, ANCHORAGE, AK, 995031893

Signature of
Role Plan administrator
Date 2020-06-25
Name of individual signing FRANK BELL

Licenses

Type License Number Status Date of issue Date of renewal Expiration date Description
Authorized Corporation AECC582 Active 1989-06-19 - 2025-12-31 -

Date of last update: 11 Jan 2025

Sources: State of Alaska - Department of Commerce, Community, and Economic Development

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