Elliott & Trainor, P.C. Profit Sharing / 401(K) Plan — Form 5500 plan (Elliott & Trainor, P.C.)
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 & Trainor, P.C. Profit Sharing / 401(K) Plan is a benefit plan reported by Elliott & Trainor, P.C. under EIN 36-4046451 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $1,034,108 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elliott & Trainor, P.C.
- EIN
- 36-4046451
- Plan number
- 001
- Plan type
- 2
- Location
- Freeport, IL
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $1,034,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240612142925NAL0060180194001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,034,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,034,108
- Net assets (BOY)
- $951,890
Income & contributions
- Employer contributions
- $188
- Participant contributions
- $44,660
- Total income / additions
- $195,436
Expenses & distributions
- Benefits paid
- $112,407
- Administrative expenses
- $811
- Total expenses
- $113,218
- Net increase / (decrease)
- $82,218
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.