Plan5500

Elwyn California — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Elwyn California (EIN 26-1855027) is a plan sponsor located in San Jose, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-1855027
Location
San Jose, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Elwyn California

  • 2 loaded plans hold $11.7M in reported assets.
  • The largest, Elwyn California Defined Contribution 403b Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,522 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.7MSummed across loaded plans$11,666,954
Total reported assets$11.7M$11,666,954
Total reported participants1.5K1,522
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$11.7MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$776K
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$567.6K
Total expenses$595.8K
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Elwyn California Defined Contribution 403b Plan
Participants per plan761Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Elwyn California Defined Contribution 403b Plan$11.7M
    Plan #001 · 1,098 participants · 2023
  2. 2
    Elwyn California Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 424 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Elwyn California. Open one for its full reported snapshot.

  1. 2023
    Elwyn California Health & Welfare Benefit Plan424 participants · 2No schedules
    View filing →
  2. 2023
    Elwyn California Defined Contribution 403b Plan1,098 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Elwyn California report on Form 5500?
Elwyn California (EIN 26-1855027) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Elwyn California?
The Employer Identification Number (EIN) reported for Elwyn California is 26-1855027.
What is the latest Form 5500 filing year for Elwyn California?
The latest loaded Form 5500 filing year for Elwyn California is 2023.

Related Form 5500 pages