The Elliott Company Employee Stock Ownership Plan — Form 5500 plan (The Elliott Company)
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, The Elliott Company Employee Stock Ownership Plan is a benefit plan reported by The Elliott Company under EIN 61-0961116 and plan number 002. The latest loaded filing year is 2023. The filing reports 236 participants and $11,369,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Elliott Company
- EIN
- 61-0961116
- Plan number
- 002
- Plan type
- 2
- Location
- Pikeville, KY
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $11,369,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H | 20250128134115NAL0023039120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,369,765
- Total liabilities (EOY)
- $520,833
- Net assets (EOY)
- $10,848,932
- Net assets (BOY)
- $8,720,103
Income & contributions
- Employer contributions
- $1,013,269
- Total contributions
- $1,013,269
- Total income / additions
- $2,899,483
Expenses & distributions
- Benefits paid
- $735,359
- Administrative expenses
- $0
- Total expenses
- $770,654
- Net increase / (decrease)
- $2,128,829
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.