2023 Form 5500 filing — The Elkin Company & Affiliates Profit Sharing 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 20241014123618NAL0027285073001) for The Elkin Company & Affiliates Profit Sharing Plan, reported by The Elkin Company, LLC under EIN 39-1264653 and plan number 333. It reports 607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123618NAL0027285073001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Elkin Company, LLC
- EIN
- 39-1264653
- Plan number
- 333
- Location
- Burlington, WI
- Participants
- 607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,247,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,247,734
- Employer contributions
- $683,166
- Participant contributions
- $1,081,871
- Total income / additions
- $4,462,800
- Benefits paid
- $2,281,166
- Administrative expenses
- $76,703
- Total expenses
- $2,367,547
- Net increase / (decrease)
- $2,095,253
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,704 | $0 |
| Robert W Baird & Co Inc | INVESTMENT ADVISORY | $0 | $76,704 |
| The Retirement Advantage Inc | OTHER SERVICES | $0 | $20,092 |