2023 Form 5500 filing — Elizabeth Residence & Co. 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 20241015133010NAL0048134112001) for Elizabeth Residence & Co. 401(K) Plan, reported by Elizabeth Residence, Inc. under EIN 39-2024850 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133010NAL0048134112001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Elizabeth Residence, Inc.
- EIN
- 39-2024850
- Plan number
- 001
- Location
- Glendale, WI
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,052,937
- Net assets (EOY)
- $4,052,937
- Employer contributions
- $109,721
- Participant contributions
- $348,681
- Total income / additions
- $1,053,046
- Benefits paid
- $225,937
- Administrative expenses
- $30,801
- Total expenses
- $256,738
- Net increase / (decrease)
- $796,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $30,801 | $0 |