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, Elevate Pfs Holdings Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Elevate Pfs Holdings Inc under EIN 84-3461991 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,577 participants and $42,933,253 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,933,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,933,253
- Net assets (BOY)
- $33,987,609
Income & contributions
- Employer contributions
- $2,499,026
- Participant contributions
- $4,567,972
- Total contributions
- $7,526,648
- Total income / additions
- $13,588,086
Expenses & distributions
- Benefits paid
- $4,506,313
- Administrative expenses
- $136,129
- Total expenses
- $4,642,442
- Net increase / (decrease)
- $8,945,644