Elderspan Management, LLC Profit Sharing Plan — Form 5500 plan (Elderspan Management, 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, Elderspan Management, LLC Profit Sharing Plan is a benefit plan reported by Elderspan Management, LLC under EIN 39-1814432 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $6,829,208 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elderspan Management, LLC
EIN
39-1814432
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
368
End-of-year plan assets
$6,829,208

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20240916151721NAL0001140275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,829,208
Total liabilities (EOY)
$0
Net assets (EOY)
$6,829,208
Net assets (BOY)
$5,728,640

Income & contributions

Employer contributions
$125,192
Participant contributions
$598,739
Total contributions
$728,563
Total income / additions
$1,701,425

Expenses & distributions

Benefits paid
$545,263
Administrative expenses
$55,594
Total expenses
$600,857
Net increase / (decrease)
$1,100,568

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Map Retirement, Inc.RECORDKEEPER & INFO MGT$3,326$02023

Related Form 5500 pages