Elizabeth Charles Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Elizabeth Charles Corporation)
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 Charles Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Elizabeth Charles Corporation under EIN 41-1758248 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $7,089,800 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.1MPlan net assets, end of year$7,089,800
Participants307Covered participants reported
Assets / participant$23.1KComputed: assets ÷ participants$23,094 (computed)
Provider compensation$25.4K1 Schedule C provider row(s)$25,423
- Plan sponsor
- Elizabeth Charles Corporation
- EIN
- 41-1758248
- Plan number
- 001
- Plan type
- 2
- Location
- Edina, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241015143356NAL0028779761001 |
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)$7.1M total assets
Net assets$7.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,089,800
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,089,800
- Net assets (BOY)
- $6,134,282
Income & contributions
- Participant contributions
- $562,464
- Total contributions
- $598,985
- Total income / additions
- $1,818,401
Expenses & distributions
- Benefits paid
- $825,624
- Administrative expenses
- $27,916
- Total expenses
- $862,883
- Net increase / (decrease)
- $955,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gen Financial Management | INVESTMENT ADVISORY | $25,423 | not reported in the loaded dataset | 2023 |