Elizabeth Charles Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Elizabeth Charles 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, Elizabeth Charles Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Elizabeth Charles Corporation under EIN 41-1758248 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $7,089,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elizabeth Charles Corporation
- EIN
- 41-1758248
- Plan number
- 001
- Plan type
- 2
- Location
- Edina, MN
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $7,089,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241015143356NAL0028779761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,089,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,089,800
- Net assets (BOY)
- $6,134,282
Income & contributions
- Participant contributions
- $562,464
- Total contributions
- $598,985
- Total income / additions
- $1,818,401
Expenses & distributions
- Benefits paid
- $825,624
- Administrative expenses
- $27,916
- Total expenses
- $862,883
- Net increase / (decrease)
- $955,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gen Financial Management | INVESTMENT ADVISORY | $25,423 | not reported in the loaded dataset | 2023 |