Elevation Solar 401(K) Plan — Form 5500 plan (Elevation Solar 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, Elevation Solar 401(K) Plan is a benefit plan reported by Elevation Solar LLC under EIN 47-1474067 and plan number 001. The latest loaded filing year is 2023. The filing reports 459 participants and $2,318,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elevation Solar LLC
- EIN
- 47-1474067
- Plan number
- 001
- Plan type
- 2
- Location
- Chandler, AZ
- Latest filing year
- 2023
- Participants
- 459
- End-of-year plan assets
- $2,318,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 459 | H, C | 20241015091244NAL0016038819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,318,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,318,714
- Net assets (BOY)
- $1,832,495
Income & contributions
- Employer contributions
- $87,195
- Participant contributions
- $519,887
- Total contributions
- $609,241
- Total income / additions
- $964,414
Expenses & distributions
- Benefits paid
- $450,537
- Administrative expenses
- $15,348
- Total expenses
- $478,195
- Net increase / (decrease)
- $486,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forusall, Inc. | ADMINISTRATOR | $7,953 | not reported in the loaded dataset | 2023 |
| At Retirement Services, LLC | N/A | $7,395 | not reported in the loaded dataset | 2023 |