Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan — Form 5500 plan (Davis H. Elliot Company, 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, Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan is a benefit plan reported by Davis H. Elliot Company, Inc. under EIN 54-1203551 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,358 participants and $249,943,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davis H. Elliot Company, Inc.
- EIN
- 54-1203551
- Plan number
- 003
- Plan type
- 2
- Location
- Roanoke, VA
- Latest filing year
- 2023
- Participants
- 2,358
- End-of-year plan assets
- $249,943,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,358 | H | 20241014174903NAL0028017489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $249,943,350
- Total liabilities (EOY)
- $29,675,586
- Net assets (EOY)
- $220,267,764
- Net assets (BOY)
- $207,143,489
Income & contributions
- Employer contributions
- $15,034,949
- Total contributions
- $15,034,949
- Total income / additions
- $37,134,393
Expenses & distributions
- Benefits paid
- $23,509,540
- Administrative expenses
- $0
- Total expenses
- $24,010,118
- Net increase / (decrease)
- $13,124,275
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.