2023 Form 5500 filing — The Elmore Group, Ltd. 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 20260318125103NAL0003101153001) for The Elmore Group, Ltd. 401(K) Profit Sharing Plan, reported by The Elmore Group, Ltd. under EIN 84-0594083 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260318125103NAL0003101153001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Elmore Group, Ltd.
- EIN
- 84-0594083
- Plan number
- 001
- Location
- West Valley City, UT
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,815,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,815,011
- Employer contributions
- $165,987
- Participant contributions
- $556,692
- Total income / additions
- $2,645,954
- Benefits paid
- $1,006,589
- Administrative expenses
- $118,897
- Total expenses
- $1,125,486
- Net increase / (decrease)
- $1,520,468
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $39,368 | not reported in the loaded dataset |
| Fiduciary Consulting Group, Inc | NONE | $27,433 | not reported in the loaded dataset |
| Watermark Cpa Group, LLC | NONE | $21,250 | not reported in the loaded dataset |
| Holden Wealth Management | NONE | $19,924 | not reported in the loaded dataset |
| Lee Cpa Audit Group | NONE | $7,000 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $3,922 | $0 |