2023 Form 5500 filing — Elliott-Lewis 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 20241014145824NAL0044986944001) for Elliott-Lewis Corporation 401(K) Savings Plan, reported by Elliott-Lewis Corporation under EIN 23-2974096 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145824NAL0044986944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elliott-Lewis Corporation
- EIN
- 23-2974096
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,849,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,849,121
- Employer contributions
- $980,765
- Participant contributions
- $1,773,813
- Total income / additions
- $8,109,909
- Benefits paid
- $2,556,045
- Administrative expenses
- $123,684
- Total expenses
- $2,679,729
- Net increase / (decrease)
- $5,430,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kathmere Capital Management LLC | INVESTMENT ADVISOR | $65,126 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $51,063 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,495 | not reported in the loaded dataset |