2023 Form 5500 filing — Ellison Technologies Employees Retirement Savings 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 20240906103748NAL0001583504001) for Ellison Technologies Employees Retirement Savings Plan, reported by Ellison Technologies, Inc. under EIN 95-3406732 and plan number 001. It reports 560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906103748NAL0001583504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ellison Technologies, Inc.
- EIN
- 95-3406732
- Plan number
- 001
- Location
- Santa Fe Springs, CA
- Participants
- 560
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,579,645
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,579,645
- Employer contributions
- $733,336
- Participant contributions
- $4,195,110
- Total income / additions
- $14,949,320
- Benefits paid
- $2,798,951
- Administrative expenses
- $121,898
- Total expenses
- $2,920,849
- Net increase / (decrease)
- $12,028,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $45,849 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $35,637 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $24,750 | not reported in the loaded dataset |
| Futureplan By Ascensus | CONTRACT ADMIN. | $0 | $10,000 |