Elemental Management Group, LLC 401(K) Plan — Form 5500 plan (Elemental Management Group, 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, Elemental Management Group, LLC 401(K) Plan is a benefit plan reported by Elemental Management Group, LLC under EIN 82-3203908 and plan number 001. The latest loaded filing year is 2023. The filing reports 367 participants and $3,240,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elemental Management Group, LLC
- EIN
- 82-3203908
- Plan number
- 001
- Plan type
- 2
- Location
- Baldwinsville, NY
- Latest filing year
- 2023
- Participants
- 367
- End-of-year plan assets
- $3,240,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 367 | H, C | 20240924093047NAL0012588657002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,240,437
- Net assets (EOY)
- $3,240,437
- Net assets (BOY)
- $3,171,276
Income & contributions
- Employer contributions
- $10,518
- Participant contributions
- $177,929
- Total contributions
- $188,447
- Total income / additions
- $623,323
Expenses & distributions
- Benefits paid
- $519,058
- Administrative expenses
- $30,239
- Total expenses
- $554,162
- Net increase / (decrease)
- $69,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $16,664 | $0 | 2023 |
| Securities America Advisors Inc | INVESTMENT ADVISORY | $13,449 | not reported in the loaded dataset | 2023 |
| Private Advisor Group, LLC | INVESTMENT ADVISORY - PLA | $2,135 | not reported in the loaded dataset | 2023 |
| Intac Actuarial Services | TPA | $1,200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elemental Management Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Baldwinsville, NY
- Transamerica Financial Life Ins Co — Schedule C compensation
- Securities America Advisors Inc — Schedule C compensation
- Private Advisor Group, LLC — Schedule C compensation
- Intac Actuarial Services — Schedule C compensation