The Elliott Companies 401(K) Profit Sharing Plan — Form 5500 plan (The Elliott Company)
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, The Elliott Companies 401(K) Profit Sharing Plan is a benefit plan reported by The Elliott Company under EIN 61-0961116 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $4,723,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Elliott Company
- EIN
- 61-0961116
- Plan number
- 001
- Plan type
- 2
- Location
- Pikeville, KY
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $4,723,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20250120130901NAL0003234560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,723,295
- Net assets (EOY)
- $4,723,295
- Net assets (BOY)
- $4,157,423
Income & contributions
- Employer contributions
- $552,089
- Participant contributions
- $76,433
- Total contributions
- $628,522
- Total income / additions
- $1,165,187
Expenses & distributions
- Benefits paid
- $557,491
- Administrative expenses
- $41,824
- Total expenses
- $599,315
- Net increase / (decrease)
- $565,872
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Community Trust And Investment Co. | NONE | $41,824 | not reported in the loaded dataset | 2023 |