Eliada Homes, Inc. Retirement Plan — Form 5500 plan (Eliada Homes, 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, Eliada Homes, Inc. Retirement Plan is a benefit plan reported by Eliada Homes, Inc. under EIN 56-0611587 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $2,178,600 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eliada Homes, Inc.
- EIN
- 56-0611587
- Plan number
- 001
- Plan type
- 2
- Location
- Asheville, NC
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $2,178,600
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20240926020938NAL0000131505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,178,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,178,600
- Net assets (BOY)
- $2,028,339
Income & contributions
- Employer contributions
- $97,630
- Participant contributions
- $138,522
- Total contributions
- $280,237
- Total income / additions
- $623,757
Expenses & distributions
- Benefits paid
- $459,210
- Administrative expenses
- $13,925
- Total expenses
- $473,496
- Net increase / (decrease)
- $150,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Colton Groome Financial Advisors, L | INVESTMENT ADVISOR | $9,691 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $5,429 | $0 | 2023 |
| Loren D. Stark Company, Inc. | CONTRACT ADMIN | $1,425 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eliada Homes, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Asheville, NC
- Colton Groome Financial Advisors, L — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Loren D. Stark Company, Inc. — Schedule C compensation