2023 Form 5500 filing — Elbit Systems Of America Consolidated 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 20241015130856NAL0028524321001) for Elbit Systems Of America Consolidated 401(K) Savings Plan, reported by Elbit Systems Of America, LLC under EIN 30-0403919 and plan number 001. It reports 2,971 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130856NAL0028524321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elbit Systems Of America, LLC
- EIN
- 30-0403919
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 2,971
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $346,486,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $346,486,826
- Employer contributions
- $14,867,024
- Participant contributions
- $23,028,051
- Total income / additions
- $93,208,994
- Benefits paid
- $52,278,539
- Administrative expenses
- $400,294
- Total expenses
- $52,916,739
- Net increase / (decrease)
- $40,292,255
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $261,754 | $0 |
| Whitley Penn Llp | ACCOUNTANT | $50,040 | $9,785 |
| Fiducient Advisors LLC | CONSULTANT | $0 | $34,499 |
| Sanctuary Advisors | CONTRACT ADMINISTRATOR | $26,277 | not reported in the loaded dataset |
| Sanctuary Advisors | INVESTMENT ADVISORY | $13,682 | not reported in the loaded dataset |