Elite Associates Holding Inc. Retirement Savings 401(K) Plan — Form 5500 plan (Elite Associates Holding Inc.)
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, Elite Associates Holding Inc. Retirement Savings 401(K) Plan is a benefit plan reported by Elite Associates Holding Inc. under EIN 45-4006796 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $7,836,705 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elite Associates Holding Inc.
- EIN
- 45-4006796
- Plan number
- 001
- Plan type
- 2
- Location
- Brea, CA
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $7,836,705
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20240910124533NAL0011607986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,836,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,836,705
- Net assets (BOY)
- $7,240,278
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $640,730
- Total contributions
- $640,730
- Total income / additions
- $1,928,392
Expenses & distributions
- Benefits paid
- $1,303,058
- Administrative expenses
- $28,907
- Total expenses
- $1,331,965
- Net increase / (decrease)
- $596,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mml Investor Services LLC | ADVISOR | $18,898 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,750 | $0 | 2023 |