Element Savings And Investment Plan — Form 5500 plan (Element Materials Technology Holding Usa 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, Element Savings And Investment Plan is a benefit plan reported by Element Materials Technology Holding Usa Inc. under EIN 26-2658878 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,918 participants and $261,357,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Element Materials Technology Holding Usa Inc.
- EIN
- 26-2658878
- Plan number
- 001
- Plan type
- 2
- Location
- Huntington Beach, CA
- Latest filing year
- 2023
- Participants
- 3,918
- End-of-year plan assets
- $261,357,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,918 | H, C | 20250602152530NAL0026875042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $261,357,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $261,357,635
- Net assets (BOY)
- $218,526,890
Income & contributions
- Employer contributions
- $6,531,467
- Participant contributions
- $15,853,999
- Total contributions
- $23,846,821
- Total income / additions
- $62,056,758
Expenses & distributions
- Benefits paid
- $27,989,170
- Administrative expenses
- $307,236
- Total expenses
- $28,408,348
- Net increase / (decrease)
- $33,648,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $163,953 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $106,499 | $0 | 2023 |
| Burnham Gibson Wealth Advisors LLC | INVESTMENT ADVISOR | $74,979 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | OTHER | $600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Element Materials Technology Holding Usa Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Huntington Beach, CA
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation