Elliott Electric Supply 401(K) Plan — Form 5500 plan (Elliott Electric Supply, 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, Elliott Electric Supply 401(K) Plan is a benefit plan reported by Elliott Electric Supply, Inc. under EIN 75-1423734 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,237 participants and $100,658,781 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elliott Electric Supply, Inc.
EIN
75-1423734
Plan number
001
Plan type
2
Location
Nacogdoches, TX
Latest filing year
2023
Participants
2,237
End-of-year plan assets
$100,658,781

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,237H, C20240924114733NAL0012917665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,658,781
Total liabilities (EOY)
$0
Net assets (EOY)
$100,658,781
Net assets (BOY)
$80,725,015

Income & contributions

Employer contributions
$2,903,265
Participant contributions
$7,866,792
Total contributions
$11,155,206
Total income / additions
$25,458,404

Expenses & distributions

Benefits paid
$4,848,152
Administrative expenses
$182,460
Total expenses
$5,524,638
Net increase / (decrease)
$19,933,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$182,460$02023
Cadence Insurance, Inc.OTHER SERVICES$0$4,9092023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages