Ewellix Usa LLC 401(K) Plan — Form 5500 plan (Ewellix Usa 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, Ewellix Usa LLC 401(K) Plan is a benefit plan reported by Ewellix Usa LLC under EIN 82-2165834 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $21,058,870 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.1MPlan net assets, end of year$21,058,870
Participants172Covered participants reported
Assets / participant$122.4KComputed: assets ÷ participants$122,435 (computed)
Provider compensation$5.9K1 Schedule C provider row(s)$5,941
Plan sponsor
Ewellix Usa LLC
EIN
82-2165834
Plan number
001
Plan type
2
Location
Armada, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20241014144823NAL0044942608001
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)$21.1M total assets
Net assets$21.1MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$4.5M
Benefits paid / distributions$4.5M
Contributions
Employer$974.4K
Participant$961.2K
Full reported line items

Net assets

Total assets (EOY)
$21,058,870
Total liabilities (EOY)
$0
Net assets (EOY)
$21,058,870
Net assets (BOY)
$20,703,885

Income & contributions

Employer contributions
$974,390
Participant contributions
$961,219
Total contributions
$1,935,609
Total income / additions
$4,888,542

Expenses & distributions

Benefits paid
$4,527,616
Administrative expenses
$5,941
Total expenses
$4,533,557
Net increase / (decrease)
$354,985
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 50%Participant 50%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income93%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$5,941$02023

Related Form 5500 pages