The Elkin Company & Affiliates Profit Sharing Plan — Form 5500 plan (The Elkin Company, 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, The Elkin Company & Affiliates Profit Sharing Plan is a benefit plan reported by The Elkin Company, LLC under EIN 39-1264653 and plan number 333. The latest loaded filing year is 2023. The filing reports 607 participants and $19,247,734 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Elkin Company, LLC
- EIN
- 39-1264653
- Plan number
- 333
- Plan type
- 3
- Location
- Burlington, WI
- Latest filing year
- 2023
- Participants
- 607
- End-of-year plan assets
- $19,247,734
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 607 | H, C | 20241014123618NAL0027285073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,247,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,247,734
- Net assets (BOY)
- $17,152,481
Income & contributions
- Employer contributions
- $683,166
- Participant contributions
- $1,081,871
- Total contributions
- $1,765,037
- Total income / additions
- $4,462,800
Expenses & distributions
- Benefits paid
- $2,281,166
- Administrative expenses
- $76,703
- Total expenses
- $2,367,547
- Net increase / (decrease)
- $2,095,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,704 | $0 | 2023 |
| Robert W Baird & Co Inc | INVESTMENT ADVISORY | $0 | $76,704 | 2023 |
| The Retirement Advantage Inc | OTHER SERVICES | $0 | $20,092 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Elkin Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Burlington, WI
- Principal Life Insurance Company — Schedule C compensation
- Robert W Baird & Co Inc — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation