Elpx 401(K) Savings Plan — Form 5500 plan (Elpx LLC)
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, Elpx 401(K) Savings Plan is a benefit plan reported by Elpx LLC under EIN 27-1433375 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $3,128,050 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elpx LLC
- EIN
- 27-1433375
- Plan number
- 001
- Plan type
- 2
- Location
- Encinitas, CA
- Latest filing year
- 2023
- Participants
- 303
- End-of-year plan assets
- $3,128,050
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 303 | H, C | 20241001053010NAL0003083907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,128,050
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,128,050
- Net assets (BOY)
- $2,176,180
Income & contributions
- Employer contributions
- $265,702
- Participant contributions
- $489,959
- Total contributions
- $760,285
- Total income / additions
- $1,178,239
Expenses & distributions
- Benefits paid
- $203,497
- Administrative expenses
- $22,824
- Total expenses
- $226,369
- Net increase / (decrease)
- $951,870
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $10,703 | $0 | 2023 |
| Lpl Financial | INVESTMENT/FINANCIAL ADVI | $9,585 | $0 | 2023 |