Elliott Davis, LLC — 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, Elliott Davis, LLC (EIN 57-0381582) is a plan sponsor located in Greenville, SC 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
57-0381582
Location
Greenville, SC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$135,388,055
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$135,388,055

Contributions & income

Employer contributions
$2,639,461
Participant contributions
$7,570,801
Total income / additions
$33,404,767

Expenses & distributions

Benefits paid / distributions
$9,273,355
Total expenses
$9,307,240
Net increase / (decrease)
$24,097,527

Coverage

Total reported participants
1,865
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Elliott Davis, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Elliott Davis 401(K) Retirement Plan0011,105$135,388,0552023
Elliott Davis, LLC Welfare Benefit Plan506760not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Elliott Davis, LLC
YearPlanParticipantsSchedulesFiling
2023Elliott Davis, LLC Welfare Benefit Plan76020240722090626NAL0005699027004
2023Elliott Davis 401(K) Retirement Plan1,105H, C20250213095445NAL0011716051001

Related Form 5500 pages