2023 Form 5500 filing — Elizabeth Charles Corporation 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 20241015143356NAL0028779761001) for Elizabeth Charles Corporation 401(K) Profit Sharing Plan, reported by Elizabeth Charles Corporation under EIN 41-1758248 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143356NAL0028779761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elizabeth Charles Corporation
- EIN
- 41-1758248
- Plan number
- 001
- Location
- Edina, MN
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,089,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,089,800
- Participant contributions
- $562,464
- Total income / additions
- $1,818,401
- Benefits paid
- $825,624
- Administrative expenses
- $27,916
- Total expenses
- $862,883
- Net increase / (decrease)
- $955,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gen Financial Management | INVESTMENT ADVISORY | $25,423 | not reported in the loaded dataset |