Ellsworth Electric, Inc. Retirement Plan — Form 5500 plan (Ellsworth Electric, 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, Ellsworth Electric, Inc. Retirement Plan is a benefit plan reported by Ellsworth Electric, Inc. under EIN 52-1368580 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $7,701,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ellsworth Electric, Inc.
EIN
52-1368580
Plan number
001
Plan type
2
Location
Hagerstown, MD
Latest filing year
2023
Participants
122
End-of-year plan assets
$7,701,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20241011125339NAL0021890417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,701,484
Total liabilities (EOY)
$0
Net assets (EOY)
$7,701,484
Net assets (BOY)
$7,369,199

Income & contributions

Employer contributions
$62,358
Participant contributions
$287,998
Total contributions
$350,356
Total income / additions
$1,371,116

Expenses & distributions

Benefits paid
$1,000,862
Administrative expenses
$37,969
Total expenses
$1,038,831
Net increase / (decrease)
$332,285

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$37,968$02023
Mml Investors Services LLCINVESTMENT ADVISORY$0$25,4332023

Related Form 5500 pages