Fs-Elliott Co., LLC Safe Harbor 401(K) And Profit Sharing Plan — Form 5500 plan (Fs-Elliott Co., 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, Fs-Elliott Co., LLC Safe Harbor 401(K) And Profit Sharing Plan is a benefit plan reported by Fs-Elliott Co., LLC under EIN 11-3703424 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $31,831,684 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fs-Elliott Co., LLC
EIN
11-3703424
Plan number
001
Plan type
2
Location
Export, PA
Latest filing year
2023
Participants
333
End-of-year plan assets
$31,831,684

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023333H, C20241015142511NAL0014833411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,831,684
Total liabilities (EOY)
$0
Net assets (EOY)
$31,831,684
Net assets (BOY)
$27,517,613

Income & contributions

Employer contributions
$712,392
Participant contributions
$1,516,650
Total contributions
$2,644,461
Total income / additions
$7,316,433

Expenses & distributions

Benefits paid
$2,876,671
Administrative expenses
$128,487
Total expenses
$3,002,362
Net increase / (decrease)
$4,314,071

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$89,088$02023
Lpl Financial LLCBROKER/ADVISER$0$54,3792023
Empower Advisory Group, LLCINVESTMENT MGMT$39,399not reported in the loaded dataset2023

Related Form 5500 pages