Ellicott Dredge Group Plan — Form 5500 plan (Ellicott Dredges, 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, Ellicott Dredge Group Plan is a benefit plan reported by Ellicott Dredges, LLC under EIN 27-0062841 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $7,767,133 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ellicott Dredges, LLC
EIN
27-0062841
Plan number
001
Plan type
2
Location
New Richmond, WI
Latest filing year
2023
Participants
205
End-of-year plan assets
$7,767,133

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20240501151536NAL0018037379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,767,133
Total liabilities (EOY)
$0
Net assets (EOY)
$7,767,133
Net assets (BOY)
$7,144,343

Income & contributions

Employer contributions
$254,430
Participant contributions
$681,969
Total contributions
$941,777
Total income / additions
$2,162,635

Expenses & distributions

Benefits paid
$1,479,834
Administrative expenses
$60,011
Total expenses
$1,539,845
Net increase / (decrease)
$622,790

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$41,530$02023
Merrill Lynch Pierce Fenner & SmithCONSULTANT$18,481$102023

Related Form 5500 pages