Plan5500

Eliassen Group, LLC 401(K) Plan — Form 5500 plan (Eliassen Group, LLC.)

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, Eliassen Group, LLC 401(K) Plan is a benefit plan reported by Eliassen Group, LLC. under EIN 04-3097449 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,468 participants and $121,597,925 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eliassen Group, LLC.
EIN
04-3097449
Plan number
001
Plan type
2
Location
Reading, MA
Latest filing year
2023
Participants
3,468
End-of-year plan assets
$121,597,925

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,468H, C20241014154503NAL0026614641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$121,597,925
Total liabilities (EOY)
$0
Net assets (EOY)
$121,597,925
Net assets (BOY)
$94,834,597

Income & contributions

Employer contributions
$639,317
Participant contributions
$15,543,056
Total contributions
$21,296,006
Total income / additions
$39,017,577

Expenses & distributions

Benefits paid
$12,010,576
Administrative expenses
$174,943
Total expenses
$12,254,249
Net increase / (decrease)
$26,763,328

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$188,192not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$18,075$02023

Related Form 5500 pages