2023 Form 5500 filing — Elliott Aviation, LLC. Employee'S Savings & 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 20250715104851NAL0001244307001) for Elliott Aviation, LLC. Employee'S Savings & Profit Sharing Plan, reported by Elliott Aviation, LLC. under EIN 36-3993660 and plan number 001. It reports 504 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)$34.8MReported net assets$34,802,738
Participants504
Provider compensation$125.3K3 Schedule C row(s)$125,338
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250715104851NAL0001244307001
- Plan sponsor
- Elliott Aviation, LLC.
- EIN
- 36-3993660
- Plan number
- 001
- Location
- Milan, IL
- 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)$34.8M total assets
Net assets$34.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $34,802,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,802,738
- Employer contributions
- $784,562
- Participant contributions
- $2,387,452
- Total income / additions
- $11,260,604
- Benefits paid
- $6,576,126
- Administrative expenses
- $125,338
- Total expenses
- $6,701,464
- Net increase / (decrease)
- $4,559,140
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,563 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $48,775 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |