2023 Form 5500 filing — Employees' Thrift Plan Of Davis H. Elliot Company, Incorporated
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 20241014182615NAL0047151360001) for Employees' Thrift Plan Of Davis H. Elliot Company, Incorporated, reported by Davis H. Elliot Company, Incorporated under EIN 54-1203551 and plan number 001. It reports 3,348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014182615NAL0047151360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davis H. Elliot Company, Incorporated
- EIN
- 54-1203551
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 3,348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,199,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,199,211
- Employer contributions
- $2,335,922
- Participant contributions
- $9,576,781
- Total income / additions
- $25,560,305
- Benefits paid
- $13,504,200
- Administrative expenses
- $282,781
- Total expenses
- $13,786,981
- Net increase / (decrease)
- $11,773,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $282,781 | $0 |
| Mcf Advisors | CONSULTANT | $0 | $10,276 |