2023 Form 5500 filing — Elder Research, Inc. 401(K) 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 20241015091933NAL0027930657001) for Elder Research, Inc. 401(K) Profit Sharing Plan, reported by Elder Research, Inc. under EIN 30-0000656 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.5MReported net assets$10,512,507
Participants141
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015091933NAL0027930657001
Plan sponsor
Elder Research, Inc.
EIN
30-0000656
Plan number
001
Location
Charlottesville, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.5M total assets
Net assets$10.5MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$334.9K
Benefits paid / distributions$323.9K
Contributions
Employer$450.7K
Participant$1.3M
Full reported line items
Total assets (EOY)
$10,512,507
Total liabilities (EOY)
$0
Net assets (EOY)
$10,512,507
Employer contributions
$450,733
Participant contributions
$1,280,284
Total income / additions
$3,595,197
Benefits paid
$323,937
Administrative expenses
$10,921
Total expenses
$334,858
Net increase / (decrease)
$3,260,339

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015091933NAL0027930657001 cover?
It is the 2023 Form 5500 filing for Elder Research, Inc. 401(K) Profit Sharing Plan, reported by Elder Research, Inc. (EIN 30-0000656).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages