Eldeco, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Eldeco, 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, Eldeco, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Eldeco, Inc. under EIN 57-0547558 and plan number 001. The latest loaded filing year is 2023. The filing reports 506 participants and $15,918,674 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.9MPlan net assets, end of year$15,895,143
Participants506Covered participants reported
Assets / participant$31.5KComputed: assets ÷ participants$31,460 (computed)
Provider compensation$34.8K2 Schedule C provider row(s)$34,799
Plan sponsor
Eldeco, Inc.
EIN
57-0547558
Plan number
001
Plan type
2
Location
Greenville, SC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023506H, C20240918094407NAL0001631827001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15.9M total assets
Net assets$15.9MLiabilities$23.5K
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$868.8K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$15,918,674
Total liabilities (EOY)
$23,531
Net assets (EOY)
$15,895,143
Net assets (BOY)
$13,346,421

Income & contributions

Employer contributions
$868,797
Participant contributions
$1,162,516
Total contributions
$2,091,436
Total income / additions
$4,298,387

Expenses & distributions

Benefits paid
$1,698,749
Administrative expenses
$24,819
Total expenses
$1,749,665
Net increase / (decrease)
$2,548,722
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$30,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,799$02023

Related Form 5500 pages