2023 Form 5500 filing — Elizabeth Charles Corporation 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 20241015143356NAL0028779761001) for Elizabeth Charles Corporation 401(K) Profit Sharing Plan, reported by Elizabeth Charles Corporation under EIN 41-1758248 and plan number 001. It reports 307 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)$7.1MReported net assets$7,089,800
Participants307
Provider compensation$25.4K1 Schedule C row(s)$25,423
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015143356NAL0028779761001
- Plan sponsor
- Elizabeth Charles Corporation
- EIN
- 41-1758248
- Plan number
- 001
- Location
- Edina, MN
- 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)$7.1M total assets
Net assets$7.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,089,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,089,800
- Participant contributions
- $562,464
- Total income / additions
- $1,818,401
- Benefits paid
- $825,624
- Administrative expenses
- $27,916
- Total expenses
- $862,883
- Net increase / (decrease)
- $955,518
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gen Financial Management | INVESTMENT ADVISORY | $25,423 | not reported in the loaded dataset |