Plan5500

Elder Research, Inc. — 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, Elder Research, Inc. (EIN 30-0000656) is a plan sponsor located in Charlottesville, VA with 3 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
30-0000656
Location
Charlottesville, VA
Loaded plans
3
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 Elder Research, Inc.

  • 3 loaded plans hold $15.1M in reported assets.
  • The largest, Elder Research, Inc. 401(K) Profit Sharing Plan, holds 69% of this company's reported plan assets.
  • Plans cover 384 reported participants.
  • 2 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.8MSummed across loaded plans$14,800,271
Total reported assets$15.1M$15,146,075
Total reported participants384
Total reported liabilities$345.8K$345,804

Reported net position

Reported assets = net assets + liabilities (summed)$15.1M total assets
Net assets$14.8MLiabilities$345.8K
Contributions & income
Employer contributions$470.7K
Participant contributions$1.3M
Total income / additions$4.1M
Expenses & distributions
Benefits paid / distributions$471.4K
Total expenses$491.6K
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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 assets69%Elder Research, Inc. 401(K) Profit Sharing Plan
Participants per plan128Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Elder Research, Inc. 401(K) Profit Sharing Plan$10.5M
    Plan #001 · 141 participants · 2023
  2. 2
    Elder Research Employee Stock Ownership Plan$4.6M
    Plan #002 · 99 participants · 2023
  3. 3
    Elder Research, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 144 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 Elder Research, Inc.. Open one for its full reported snapshot.

  1. 2023
    Elder Research Employee Stock Ownership Plan99 participants · 2Sch I
    View filing →
  2. 2023
    Elder Research, Inc. 401(K) Profit Sharing Plan141 participants · 2Sch H
    View filing →
  3. 2023
    Elder Research, Inc. Welfare Benefit Plan144 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Elder Research, Inc. report on Form 5500?
Elder Research, Inc. (EIN 30-0000656) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Elder Research, Inc.?
The Employer Identification Number (EIN) reported for Elder Research, Inc. is 30-0000656.
What is the latest Form 5500 filing year for Elder Research, Inc.?
The latest loaded Form 5500 filing year for Elder Research, Inc. is 2023.

Related Form 5500 pages