Elliott Aviation, LLC. Employee'S Savings & Profit Sharing Plan — Form 5500 plan (Elliott Aviation, 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, Elliott Aviation, LLC. Employee'S Savings & Profit Sharing Plan is a benefit plan reported by Elliott Aviation, LLC. under EIN 36-3993660 and plan number 001. The latest loaded filing year is 2023. The filing reports 504 participants and $34,802,738 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$34.8MPlan net assets, end of year$34,802,738
Participants504Covered participants reported
Assets / participant$69.1KComputed: assets ÷ participants$69,053 (computed)
Provider compensation$125.3K3 Schedule C provider row(s)$125,338
- Plan sponsor
- Elliott Aviation, LLC.
- EIN
- 36-3993660
- Plan number
- 001
- Plan type
- 2
- Location
- Milan, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 504 | H, C | 20250715104851NAL0001244307001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$34.8M total assets
Net assets$34.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $34,802,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,802,738
- Net assets (BOY)
- $30,243,598
Income & contributions
- Employer contributions
- $784,562
- Participant contributions
- $2,387,452
- Total contributions
- $3,607,236
- Total income / additions
- $11,260,604
Expenses & distributions
- Benefits paid
- $6,576,126
- Administrative expenses
- $125,338
- Total expenses
- $6,701,464
- Net increase / (decrease)
- $4,559,140
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
25%75%
Employer 25%Participant 75%
Total expenses ÷ net assets19%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,563 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $48,775 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elliott Aviation, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Milan, IL
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation