Elvis Presley Enterprises Inc. & Affiliates 401(K) Plan — Form 5500 plan (Elvis Presley Enterprises, 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, Elvis Presley Enterprises Inc. & Affiliates 401(K) Plan is a benefit plan reported by Elvis Presley Enterprises, Inc. under EIN 62-1113925 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $14,021,128 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elvis Presley Enterprises, Inc.
EIN
62-1113925
Plan number
001
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
344
End-of-year plan assets
$14,021,128

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20240930110224NAL0005601393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,021,128
Total liabilities (EOY)
$0
Net assets (EOY)
$14,021,128
Net assets (BOY)
$12,281,655

Income & contributions

Employer contributions
$251,259
Participant contributions
$602,336
Total contributions
$862,910
Total income / additions
$3,028,783

Expenses & distributions

Benefits paid
$1,211,118
Administrative expenses
$73,661
Total expenses
$1,289,310
Net increase / (decrease)
$1,739,473

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Duncan Williams Asset ManagementADVISOR$38,857not reported in the loaded dataset2023
Fidelity Workplace Services, LLCPLAN ADMINISTRATOR$34,804$02023

Related Form 5500 pages