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 Defined Contribution 403(B) Plan is a benefit plan reported by Elwyn under EIN 23-1352117 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,152 participants and $58,415,351 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,415,351
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,415,351
- Net assets (BOY)
- $44,295,333
Income & contributions
- Employer contributions
- $5,014,956
- Participant contributions
- $5,446,029
- Total contributions
- $10,737,946
- Total income / additions
- $17,930,613
Expenses & distributions
- Benefits paid
- $3,612,971
- Administrative expenses
- $8,520
- Total expenses
- $3,810,595
- Net increase / (decrease)
- $14,120,018