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, Elder-Jones, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Elder-Jones, Inc. under EIN 41-0974888 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $11,933,097 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,933,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,933,097
- Net assets (BOY)
- $11,452,863
Income & contributions
- Employer contributions
- $330,352
- Participant contributions
- $1,039,450
- Total contributions
- $1,382,112
- Total income / additions
- $3,198,974
Expenses & distributions
- Benefits paid
- $2,654,416
- Administrative expenses
- $64,324
- Total expenses
- $2,718,740
- Net increase / (decrease)
- $480,234