Elk Supply Company 401(K) Profit Sharing Plan — Form 5500 plan (Elk Supply Company, 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, Elk Supply Company 401(K) Profit Sharing Plan is a benefit plan reported by Elk Supply Company, LLC under EIN 73-0605880 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $7,114,123 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elk Supply Company, LLC
EIN
73-0605880
Plan number
001
Plan type
2
Location
Weatherford, OK
Latest filing year
2023
Participants
127
End-of-year plan assets
$7,114,123

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20240826144305NAL0009789153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,114,123
Net assets (EOY)
$7,114,123
Net assets (BOY)
$5,774,676

Income & contributions

Employer contributions
$247,317
Participant contributions
$301,188
Total contributions
$548,505
Total income / additions
$1,571,170

Expenses & distributions

Benefits paid
$212,264
Administrative expenses
$19,459
Total expenses
$231,723
Net increase / (decrease)
$1,339,447

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$13,652$02023
Empower Advisory Group, LLCINVESTMENT MGMT$7,230$02023
Tristar Pension Ltd.CONTRACT ADMIN$2,800$02023

Related Form 5500 pages