2023 Form 5500 filing — Ellsworth Corporation 401(K) Savings 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 20241011090428NAL0012307475001) for Ellsworth Corporation 401(K) Savings Plan, reported by Ellsworth Corporation under EIN 39-1225837 and plan number 001. It reports 724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090428NAL0012307475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ellsworth Corporation
- EIN
- 39-1225837
- Plan number
- 001
- Location
- Germantown, WI
- Participants
- 724
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,527,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,527,199
- Employer contributions
- $1,803,073
- Participant contributions
- $4,619,800
- Total income / additions
- $16,682,942
- Benefits paid
- $4,567,906
- Administrative expenses
- $85,486
- Total expenses
- $4,653,392
- Net increase / (decrease)
- $12,029,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | NONE | $38,160 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $36,845 | $0 |
| Qdro Consultants | NONE | $400 | not reported in the loaded dataset |