2023 Form 5500 filing — Elemental Management Group, LLC 401(K) 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 20240924093047NAL0012588657002) for Elemental Management Group, LLC 401(K) Plan, reported by Elemental Management Group, LLC under EIN 82-3203908 and plan number 001. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924093047NAL0012588657002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elemental Management Group, LLC
- EIN
- 82-3203908
- Plan number
- 001
- Location
- Baldwinsville, NY
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,240,437
- Net assets (EOY)
- $3,240,437
- Employer contributions
- $10,518
- Participant contributions
- $177,929
- Total income / additions
- $623,323
- Benefits paid
- $519,058
- Administrative expenses
- $30,239
- Total expenses
- $554,162
- Net increase / (decrease)
- $69,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $16,664 | $0 |
| Securities America Advisors Inc | INVESTMENT ADVISORY | $13,449 | not reported in the loaded dataset |
| Private Advisor Group, LLC | INVESTMENT ADVISORY - PLA | $2,135 | not reported in the loaded dataset |
| Intac Actuarial Services | TPA | $1,200 | $0 |