The Elmore Group, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (The Elmore Group, Ltd.)
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 Elmore Group, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by The Elmore Group, Ltd. under EIN 84-0594083 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $12,815,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Elmore Group, Ltd.
- EIN
- 84-0594083
- Plan number
- 001
- Plan type
- 3
- Location
- West Valley City, UT
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $12,815,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20260318125103NAL0003101153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,815,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,815,011
- Net assets (BOY)
- $11,294,543
Income & contributions
- Employer contributions
- $165,987
- Participant contributions
- $556,692
- Total contributions
- $727,302
- Total income / additions
- $2,645,954
Expenses & distributions
- Benefits paid
- $1,006,589
- Administrative expenses
- $118,897
- Total expenses
- $1,125,486
- Net increase / (decrease)
- $1,520,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $39,368 | not reported in the loaded dataset | 2023 |
| Fiduciary Consulting Group, Inc | NONE | $27,433 | not reported in the loaded dataset | 2023 |
| Watermark Cpa Group, LLC | NONE | $21,250 | not reported in the loaded dataset | 2023 |
| Holden Wealth Management | NONE | $19,924 | not reported in the loaded dataset | 2023 |
| Lee Cpa Audit Group | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $3,922 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Elmore Group, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in West Valley City, UT
- Ameritas Life Insurance Corp — Schedule C compensation
- Fiduciary Consulting Group, Inc — Schedule C compensation
- Watermark Cpa Group, LLC — Schedule C compensation
- Holden Wealth Management — Schedule C compensation
- Lee Cpa Audit Group — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation