Elo Touch Solutions, Inc. 401(K) Plan — Form 5500 plan (Elo Touch Solutions, 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, Elo Touch Solutions, Inc. 401(K) Plan is a benefit plan reported by Elo Touch Solutions, Inc. under EIN 90-0827586 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $28,821,864 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$28.8MPlan net assets, end of year$28,821,864
Participants321Covered participants reported
Assets / participant$89.8KComputed: assets ÷ participants$89,788 (computed)
Provider compensation$97K4 Schedule C provider row(s)$96,984
Plan sponsor
Elo Touch Solutions, Inc.
EIN
90-0827586
Plan number
001
Plan type
2
Location
Knoxville, TN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023321H, C20241001135031NAL0004072723001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$28.8M total assets
Net assets$28.8MLiabilities$0
Money in vs. money out
Total income / additions$8.1M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$951.8K
Participant$2.3M
Full reported line items

Net assets

Total assets (EOY)
$28,821,864
Total liabilities (EOY)
$0
Net assets (EOY)
$28,821,864
Net assets (BOY)
$22,789,867

Income & contributions

Employer contributions
$951,826
Participant contributions
$2,334,372
Total contributions
$3,824,196
Total income / additions
$8,066,754

Expenses & distributions

Benefits paid
$1,937,773
Administrative expenses
$96,984
Total expenses
$2,034,757
Net increase / (decrease)
$6,031,997
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCINVESTMENT ADVISOR$42,316not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$39,367$02023
Empower Advisory Group, LLCINVESTMENT MGMT$15,301not reported in the loaded dataset2023
Gwfs Equities IncOTHERS$0$02023

Related Form 5500 pages