Elm Electrical, Inc. 401(K) Plan — Form 5500 plan (Elm Electrical, Inc.)

Plain-English plan 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, Elm Electrical, Inc. 401(K) Plan is a benefit plan reported by Elm Electrical, Inc. under EIN 04-2489159 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $36,665,753 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elm Electrical, Inc.
EIN
04-2489159
Plan number
001
Plan type
2
Location
Westfield, MA
Latest filing year
2023
Participants
209
End-of-year plan assets
$36,665,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20241003075649NAL0010218801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,665,753
Total liabilities (EOY)
$0
Net assets (EOY)
$36,665,753
Net assets (BOY)
$28,757,174

Income & contributions

Employer contributions
$798,183
Participant contributions
$1,962,766
Total contributions
$2,780,107
Total income / additions
$8,630,282

Expenses & distributions

Benefits paid
$717,404
Administrative expenses
$4,299
Total expenses
$721,703
Net increase / (decrease)
$7,908,579

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$4,299$02023

Related Form 5500 pages