Employees' Thrift Plan Of Davis H. Elliot Company, Incorporated — Form 5500 plan (Davis H. Elliot Company, Incorporated)

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, Employees' Thrift Plan Of Davis H. Elliot Company, Incorporated is a benefit plan reported by Davis H. Elliot Company, Incorporated under EIN 54-1203551 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,348 participants and $87,199,211 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Davis H. Elliot Company, Incorporated
EIN
54-1203551
Plan number
001
Plan type
2
Location
Lexington, KY
Latest filing year
2023
Participants
3,348
End-of-year plan assets
$87,199,211

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,348H, C20241014182615NAL0047151360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$87,199,211
Total liabilities (EOY)
$0
Net assets (EOY)
$87,199,211
Net assets (BOY)
$70,722,673

Income & contributions

Employer contributions
$2,335,922
Participant contributions
$9,576,781
Total contributions
$12,826,630
Total income / additions
$25,560,305

Expenses & distributions

Benefits paid
$13,504,200
Administrative expenses
$282,781
Total expenses
$13,786,981
Net increase / (decrease)
$11,773,324

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$282,781$02023
Mcf AdvisorsCONSULTANT$0$10,2762023

Related Form 5500 pages