Elbit Systems Of America Consolidated 401(K) Savings Plan — Form 5500 plan (Elbit Systems Of America, 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, Elbit Systems Of America Consolidated 401(K) Savings Plan is a benefit plan reported by Elbit Systems Of America, LLC under EIN 30-0403919 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,971 participants and $346,486,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elbit Systems Of America, LLC
- EIN
- 30-0403919
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 2,971
- End-of-year plan assets
- $346,486,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,971 | H, C | 20241015130856NAL0028524321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $346,486,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $346,486,826
- Net assets (BOY)
- $306,194,571
Income & contributions
- Employer contributions
- $14,867,024
- Participant contributions
- $23,028,051
- Total contributions
- $42,900,172
- Total income / additions
- $93,208,994
Expenses & distributions
- Benefits paid
- $52,278,539
- Administrative expenses
- $400,294
- Total expenses
- $52,916,739
- Net increase / (decrease)
- $40,292,255
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $261,754 | $0 | 2023 |
| Whitley Penn Llp | ACCOUNTANT | $50,040 | $9,785 | 2023 |
| Fiducient Advisors LLC | CONSULTANT | $0 | $34,499 | 2023 |
| Sanctuary Advisors | CONTRACT ADMINISTRATOR | $26,277 | not reported in the loaded dataset | 2023 |
| Sanctuary Advisors | INVESTMENT ADVISORY | $13,682 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elbit Systems Of America, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Principal Life Insurance Company — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Sanctuary Advisors — Schedule C compensation