Elwyn New Jersey Retirement Plan — Form 5500 plan (Elwyn New Jersey)
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, Elwyn New Jersey Retirement Plan is a benefit plan reported by Elwyn New Jersey under EIN 22-1801227 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $14,842,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elwyn New Jersey
- EIN
- 22-1801227
- Plan number
- 001
- Plan type
- 2
- Location
- Vineland, NJ
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $14,842,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20250327085918NAL0009271235001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,842,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,842,996
- Net assets (BOY)
- $15,566,127
Income & contributions
- Employer contributions
- $532,722
- Total contributions
- $532,722
- Total income / additions
- $1,707,916
Expenses & distributions
- Benefits paid
- $2,186,313
- Administrative expenses
- $244,734
- Total expenses
- $2,431,047
- Net increase / (decrease)
- -$723,131
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | NONE | $53,902 | not reported in the loaded dataset | 2023 |
| Brinker Capital Inc. | NONE | $18,051 | not reported in the loaded dataset | 2023 |