2023 Form 5500 filing — Elevate Services 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240905103720NAL0038536848001) for Elevate Services 401(K) Plan, reported by Elevate Services, Inc. under EIN 45-4407236 and plan number 001. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.9MReported net assets$6,869,415
Participants418
Provider compensation$44.4K3 Schedule C row(s)$44,351
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240905103720NAL0038536848001
Plan sponsor
Elevate Services, Inc.
EIN
45-4407236
Plan number
001
Location
Phoenix, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$897.5K
Benefits paid / distributions$846.4K
Contributions
Employer$0
Participant$1.4M
Full reported line items
Total assets (EOY)
$6,869,415
Total liabilities (EOY)
$0
Net assets (EOY)
$6,869,415
Employer contributions
$0
Participant contributions
$1,391,476
Total income / additions
$2,527,762
Benefits paid
$846,415
Administrative expenses
$44,351
Total expenses
$897,452
Net increase / (decrease)
$1,630,310
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $23.3K
  2. 2
    RECORDKEEPER · Direct $17.8K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $3.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905103720NAL0038536848001 cover?
It is the 2023 Form 5500 filing for Elevate Services 401(K) Plan, reported by Elevate Services, Inc. (EIN 45-4407236).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages