Eliot Community Human Services, Inc. 401(K) Plan — Form 5500 plan (Eliot Community Human Services, Inc.)
Plain-English plan 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, Eliot Community Human Services, Inc. 401(K) Plan is a benefit plan reported by Eliot Community Human Services, Inc. under EIN 04-2316924 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,877 participants and $35,677,140 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eliot Community Human Services, Inc.
- EIN
- 04-2316924
- Plan number
- 002
- Plan type
- 2
- Location
- Lexington, MA
- Latest filing year
- 2023
- Participants
- 1,877
- End-of-year plan assets
- $35,677,140
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,877 | H, C | 20241007110723NAL0031552866001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,677,140
- Net assets (EOY)
- $35,677,140
- Net assets (BOY)
- $28,485,349
Income & contributions
- Employer contributions
- $745,188
- Participant contributions
- $3,714,681
- Total contributions
- $4,834,269
- Total income / additions
- $9,878,665
Expenses & distributions
- Benefits paid
- $2,553,533
- Administrative expenses
- $90,008
- Total expenses
- $2,686,874
- Net increase / (decrease)
- $7,191,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $40,000 | $0 | 2023 |
| Commonwealth Equity Services | INVESTMENT ADVISOR | $38,133 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $11,875 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eliot Community Human Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Lexington, MA
- Global Retirement Partners LLC — Schedule C compensation
- Commonwealth Equity Services — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation