2023 Form 5500 filing — Ellicott Dredge Group Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240501151536NAL0018037379001) for Ellicott Dredge Group Plan, reported by Ellicott Dredges, LLC under EIN 27-0062841 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240501151536NAL0018037379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ellicott Dredges, LLC
- EIN
- 27-0062841
- Plan number
- 001
- Location
- New Richmond, WI
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,767,133
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,767,133
- Employer contributions
- $254,430
- Participant contributions
- $681,969
- Total income / additions
- $2,162,635
- Benefits paid
- $1,479,834
- Administrative expenses
- $60,011
- Total expenses
- $1,539,845
- Net increase / (decrease)
- $622,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $41,530 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $18,481 | $10 |