Elliott Aviation, LLC. Employee'S Savings & Profit Sharing Plan — Form 5500 plan (Elliott Aviation, 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, Elliott Aviation, LLC. Employee'S Savings & Profit Sharing Plan is a benefit plan reported by Elliott Aviation, LLC. under EIN 36-3993660 and plan number 001. The latest loaded filing year is 2023. The filing reports 504 participants and $34,802,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elliott Aviation, LLC.
- EIN
- 36-3993660
- Plan number
- 001
- Plan type
- 2
- Location
- Milan, IL
- Latest filing year
- 2023
- Participants
- 504
- End-of-year plan assets
- $34,802,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 504 | H, C | 20250715104851NAL0001244307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,802,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,802,738
- Net assets (BOY)
- $30,243,598
Income & contributions
- Employer contributions
- $784,562
- Participant contributions
- $2,387,452
- Total contributions
- $3,607,236
- Total income / additions
- $11,260,604
Expenses & distributions
- Benefits paid
- $6,576,126
- Administrative expenses
- $125,338
- Total expenses
- $6,701,464
- Net increase / (decrease)
- $4,559,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,563 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $48,775 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elliott Aviation, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Milan, IL
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation