Elliott Davis 401(K) Retirement Plan — Form 5500 plan (Elliott Davis, LLC)

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, Elliott Davis 401(K) Retirement Plan is a benefit plan reported by Elliott Davis, LLC under EIN 57-0381582 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,105 participants and $135,388,055 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elliott Davis, LLC
EIN
57-0381582
Plan number
001
Plan type
2
Location
Greenville, SC
Latest filing year
2023
Participants
1,105
End-of-year plan assets
$135,388,055

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,105H, C20250213095445NAL0011716051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$135,388,055
Total liabilities (EOY)
$0
Net assets (EOY)
$135,388,055
Net assets (BOY)
$111,290,528

Income & contributions

Employer contributions
$2,639,461
Participant contributions
$7,570,801
Total contributions
$10,924,966
Total income / additions
$33,404,767

Expenses & distributions

Benefits paid
$9,273,355
Administrative expenses
$32,724
Total expenses
$9,307,240
Net increase / (decrease)
$24,097,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$17,724$02023
ResjACCOUNTANT/AUDITOR$15,000not reported in the loaded dataset2023

Related Form 5500 pages