2023 Form 5500 filing — Ellison Environmental 401(K) Profit Sharing 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 20240930110525NAL0010036688001) for Ellison Environmental 401(K) Profit Sharing Plan, reported by Ellison Environmental, Inc. under EIN 26-2216075 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930110525NAL0010036688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ellison Environmental, Inc.
- EIN
- 26-2216075
- Plan number
- 001
- Location
- Arroyo Grande, CA
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,198,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,198,127
- Employer contributions
- $320,307
- Participant contributions
- $536,963
- Total income / additions
- $1,904,641
- Benefits paid
- $380,652
- Administrative expenses
- $43,368
- Total expenses
- $441,107
- Net increase / (decrease)
- $1,463,534
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management, LLC | INVESTMENT BROKER | $27,707 | not reported in the loaded dataset |
| Ascensus LLC | RECORDKEEPER | $15,183 | $0 |