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, Elizabeth Residence & Co. 401(K) Plan is a benefit plan reported by Elizabeth Residence, Inc. under EIN 39-2024850 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $4,052,937 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,052,937
- Net assets (EOY)
- $4,052,937
- Net assets (BOY)
- $3,256,629
Income & contributions
- Employer contributions
- $109,721
- Participant contributions
- $348,681
- Total contributions
- $458,402
- Total income / additions
- $1,053,046
Expenses & distributions
- Benefits paid
- $225,937
- Administrative expenses
- $30,801
- Total expenses
- $256,738
- Net increase / (decrease)
- $796,308