Elford, Inc. 401(K) Plan — Form 5500 plan (Elford, 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, Elford, Inc. 401(K) Plan is a benefit plan reported by Elford, Inc. under EIN 31-4371060 and plan number 002. The latest loaded filing year is 2023. The filing reports 303 participants and $18,806,492 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elford, Inc.
EIN
31-4371060
Plan number
002
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
303
End-of-year plan assets
$18,806,492

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023303H, C20241002082019NAL0014576592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,806,492
Total liabilities (EOY)
$0
Net assets (EOY)
$18,806,492
Net assets (BOY)
$15,428,623

Income & contributions

Employer contributions
$1,130,742
Participant contributions
$1,684,499
Total contributions
$2,909,653
Total income / additions
$5,381,688

Expenses & distributions

Benefits paid
$1,997,894
Administrative expenses
$5,925
Total expenses
$2,003,819
Net increase / (decrease)
$3,377,869

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Joseph Group, LLCSERVICE PROVIDER$0$43,4562023
Creative Retirement Systems, IncTPA$0$5,8222023
Latitude Service Company IncTPA$0$1,8002023

Related Form 5500 pages