Elbert Enterprises Retirement Plan — Form 5500 plan (Elbert Enterprises, 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, Elbert Enterprises Retirement Plan is a benefit plan reported by Elbert Enterprises, Inc. under EIN 45-5087596 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $218,320 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elbert Enterprises, Inc.
- EIN
- 45-5087596
- Plan number
- 001
- Plan type
- 2
- Location
- Cary, IL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $218,320
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241009100908NAL0009095539001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $218,320
- Net assets (EOY)
- $218,320
- Net assets (BOY)
- $271,876
Income & contributions
- Total income / additions
- -$53,556
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$53,556
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.