How big is Elevated Experiences, LLC's plan?

Elevated Experiences, LLC's plan reported $341K in assets and 7 participants for 2023.

Original filing (PDF)20240621140532NAL0003007313001

Elevated Experiences, LLC

Name: Elevated Experiences, LLC — Elevated Experiences, Form 5500 (2023)
Creator: Elevated Experiences, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevated Experiences, LLC 401(k) Plan

401(k) retirement plan · Elevated Experiences, LLC's Elevated Experiences, LLC 401(k) Plan held $341K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$341K

Net assets (EOY)

$341K

People on this filing

JO Wilcox signed Elevated Experiences, LLC's 2023 Form 5500 as plan administrator.

JO Wilcox — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Elevated Experiences, LLC's EIN is 81-1537092.

EIN 81-1537092

Plan number 001

Plan year 2023

ACK ID 20240621140532NAL0003007313001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Elevated Experiences, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Elevated Experiences, LLC'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 ELEVATED EXPERIENCES, LLC.

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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