How big is Elliott Financial Group's plan?

Elliott Financial Group's plan reported $185K in assets and 5 participants for 2023.

Original filing (PDF)20241001073632NAL0013394786001

Elliott Financial Group

Name: Elliott Financial Group — Elliott Financial Group, Form 5500 (2023)
Creator: Elliott Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elliott Financial Group 401(k) Plan

401(k) retirement plan · Elliott Financial Group's Elliott Financial Group 401(k) Plan held $185K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$185K

Net assets (EOY)

$185K

Plan identifiers

Elliott Financial Group's EIN is 20-4937216.

EIN 20-4937216

Plan number 001

Plan year 2023

ACK ID 20241001073632NAL0013394786001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Elliott Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Elliott Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELLIOTT FINANCIAL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score