2023 Form 5500 filing — Elo Touch Solutions, Inc. 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 20241001135031NAL0004072723001) for Elo Touch Solutions, Inc. 401(K) Plan, reported by Elo Touch Solutions, Inc. under EIN 90-0827586 and plan number 001. It reports 321 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)$28.8MReported net assets$28,821,864
Participants321
Provider compensation$97K4 Schedule C row(s)$96,984
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001135031NAL0004072723001
- Plan sponsor
- Elo Touch Solutions, Inc.
- EIN
- 90-0827586
- Plan number
- 001
- Location
- Knoxville, TN
- Received date
- not reported in the loaded dataset
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)$28.8M total assets
Net assets$28.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $28,821,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,821,864
- Employer contributions
- $951,826
- Participant contributions
- $2,334,372
- Total income / additions
- $8,066,754
- Benefits paid
- $1,937,773
- Administrative expenses
- $96,984
- Total expenses
- $2,034,757
- Net increase / (decrease)
- $6,031,997
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | INVESTMENT ADVISOR | $42,316 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $39,367 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,301 | not reported in the loaded dataset |
| Gwfs Equities Inc | OTHERS | $0 | $0 |