Elchert Family Holdings, Inc. 401(K) Retirement Plan — Form 5500 plan (Elchert Family Holdings, 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, Elchert Family Holdings, Inc. 401(K) Retirement Plan is a benefit plan reported by Elchert Family Holdings, Inc. under EIN 82-2808057 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $3,192,316 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elchert Family Holdings, Inc.
- EIN
- 82-2808057
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, PA
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $3,192,316
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20240228084033NAL0012973953001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,192,316
- Net assets (EOY)
- $3,192,316
- Net assets (BOY)
- $3,063,750
Income & contributions
- Employer contributions
- $1,690
- Participant contributions
- $17,426
- Total income / additions
- $142,506
Expenses & distributions
- Benefits paid
- $13,940
- Total expenses
- $13,940
- Net increase / (decrease)
- $128,566
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.