3 Phase Elevator 401(K) Plan — Form 5500 plan (3 Phase Elevator Corp.)
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, 3 Phase Elevator 401(K) Plan is a benefit plan reported by 3 Phase Elevator Corp. under EIN 04-3360900 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $7,432,202 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 3 Phase Elevator Corp.
- EIN
- 04-3360900
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, MA
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $7,432,202
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20241014140726NAL0013420627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,432,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,432,202
- Net assets (BOY)
- $2,540,795
Income & contributions
- Employer contributions
- $665,777
- Participant contributions
- $1,478,818
- Total contributions
- $2,743,692
- Total income / additions
- $3,590,364
Expenses & distributions
- Benefits paid
- $931,514
- Administrative expenses
- $46,365
- Total expenses
- $977,879
- Net increase / (decrease)
- $2,612,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $46,365 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Fidelity Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Lord Abbett | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Blackrock Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 3 Phase Elevator Corp.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Canton, MA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Fidelity Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Lord Abbett — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Blackrock Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation