Elma Electronic Inc. Savings Plan — Form 5500 plan (Elma Electronic 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, Elma Electronic Inc. Savings Plan is a benefit plan reported by Elma Electronic Inc. under EIN 13-3276071 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $63,640,275 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elma Electronic Inc.
EIN
13-3276071
Plan number
001
Plan type
2
Location
Fremont, CA
Latest filing year
2023
Participants
306
End-of-year plan assets
$63,640,275

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20241014155335NAL0053019618001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,640,275
Net assets (EOY)
$63,640,275
Net assets (BOY)
$56,333,348

Income & contributions

Employer contributions
$1,269,176
Participant contributions
$2,222,494
Total contributions
$3,753,149
Total income / additions
$12,140,430

Expenses & distributions

Benefits paid
$4,763,243
Administrative expenses
$70,260
Total expenses
$4,833,503
Net increase / (decrease)
$7,306,927

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Monroe Vos Consulting Group IncNONE$37,500not reported in the loaded dataset2023
Uhy, LlpNONE$17,169not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$15,691not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages