Ellison Environmental 401(K) Profit Sharing Plan — Form 5500 plan (Ellison Environmental, 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, Ellison Environmental 401(K) Profit Sharing Plan is a benefit plan reported by Ellison Environmental, Inc. under EIN 26-2216075 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $5,198,127 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ellison Environmental, Inc.
EIN
26-2216075
Plan number
001
Plan type
2
Location
Arroyo Grande, CA
Latest filing year
2023
Participants
135
End-of-year plan assets
$5,198,127

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240930110525NAL0010036688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,198,127
Total liabilities (EOY)
$0
Net assets (EOY)
$5,198,127
Net assets (BOY)
$3,734,593

Income & contributions

Employer contributions
$320,307
Participant contributions
$536,963
Total contributions
$888,355
Total income / additions
$1,904,641

Expenses & distributions

Benefits paid
$380,652
Administrative expenses
$43,368
Total expenses
$441,107
Net increase / (decrease)
$1,463,534

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fisher Asset Management, LLCINVESTMENT BROKER$27,707not reported in the loaded dataset2023
Ascensus LLCRECORDKEEPER$15,183$02023

Related Form 5500 pages