Ellison Technologies Employees Retirement Savings Plan — Form 5500 plan (Ellison Technologies, 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, Ellison Technologies Employees Retirement Savings Plan is a benefit plan reported by Ellison Technologies, Inc. under EIN 95-3406732 and plan number 001. The latest loaded filing year is 2023. The filing reports 560 participants and $77,579,645 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ellison Technologies, Inc.
- EIN
- 95-3406732
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Fe Springs, CA
- Latest filing year
- 2023
- Participants
- 560
- End-of-year plan assets
- $77,579,645
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 560 | H, C | 20240906103748NAL0001583504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,579,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,579,645
- Net assets (BOY)
- $65,551,174
Income & contributions
- Employer contributions
- $733,336
- Participant contributions
- $4,195,110
- Total contributions
- $5,176,801
- Total income / additions
- $14,949,320
Expenses & distributions
- Benefits paid
- $2,798,951
- Administrative expenses
- $121,898
- Total expenses
- $2,920,849
- Net increase / (decrease)
- $12,028,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $45,849 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $35,637 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $24,750 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | CONTRACT ADMIN. | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ellison Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Fe Springs, CA
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Futureplan By Ascensus — Schedule C compensation