Efw Inc. Consolidated Retirement Plan — Form 5500 plan (Elbitamerica, 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, Efw Inc. Consolidated Retirement Plan is a benefit plan reported by Elbitamerica, Inc. under EIN 51-0345236 and plan number 001. The latest loaded filing year is 2023. The filing reports 932 participants and $138,565,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elbitamerica, Inc.
- EIN
- 51-0345236
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 932
- End-of-year plan assets
- $138,565,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 932 | H, C | 20241015090415NAL0048588400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $138,565,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $138,565,418
- Net assets (BOY)
- $126,848,229
Income & contributions
- Employer contributions
- $1,159,384
- Total contributions
- $1,159,384
- Total income / additions
- $22,456,130
Expenses & distributions
- Benefits paid
- $9,882,626
- Administrative expenses
- $856,315
- Total expenses
- $10,738,941
- Net increase / (decrease)
- $11,717,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Angell Pension Group, Inc. | NONE | $60,210 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $37,606 | not reported in the loaded dataset | 2023 |
| Whitley Penn Llp | NONE | $35,107 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $18,457 | $0 | 2023 |
| Principal Trust Company | NONE | $7,799 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elbitamerica, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- The Angell Pension Group, Inc. — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Principal Trust Company — Schedule C compensation