Ellsworth Corporation 401(K) Savings Plan — Form 5500 plan (Ellsworth Corporation)
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, Ellsworth Corporation 401(K) Savings Plan is a benefit plan reported by Ellsworth Corporation under EIN 39-1225837 and plan number 001. The latest loaded filing year is 2023. The filing reports 724 participants and $73,527,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ellsworth Corporation
- EIN
- 39-1225837
- Plan number
- 001
- Plan type
- 2
- Location
- Germantown, WI
- Latest filing year
- 2023
- Participants
- 724
- End-of-year plan assets
- $73,527,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 724 | H, C | 20241011090428NAL0012307475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,527,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,527,199
- Net assets (BOY)
- $61,497,649
Income & contributions
- Employer contributions
- $1,803,073
- Participant contributions
- $4,619,800
- Total contributions
- $7,084,073
- Total income / additions
- $16,682,942
Expenses & distributions
- Benefits paid
- $4,567,906
- Administrative expenses
- $85,486
- Total expenses
- $4,653,392
- Net increase / (decrease)
- $12,029,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | NONE | $38,160 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $36,845 | $0 | 2023 |
| Qdro Consultants | NONE | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ellsworth Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Germantown, WI
- Northwestern Mutual Wealth Mgmt Co — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Qdro Consultants — Schedule C compensation