Elliott-Lewis Corporation 401(K) Savings Plan — Form 5500 plan (Elliott-Lewis Corporation)
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, Elliott-Lewis Corporation 401(K) Savings Plan is a benefit plan reported by Elliott-Lewis Corporation under EIN 23-2974096 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $36,849,121 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elliott-Lewis Corporation
- EIN
- 23-2974096
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $36,849,121
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241014145824NAL0044986944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,849,121
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,849,121
- Net assets (BOY)
- $31,418,941
Income & contributions
- Employer contributions
- $980,765
- Participant contributions
- $1,773,813
- Total contributions
- $3,243,781
- Total income / additions
- $8,109,909
Expenses & distributions
- Benefits paid
- $2,556,045
- Administrative expenses
- $123,684
- Total expenses
- $2,679,729
- Net increase / (decrease)
- $5,430,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kathmere Capital Management LLC | INVESTMENT ADVISOR | $65,126 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $51,063 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,495 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elliott-Lewis Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Kathmere Capital Management LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation