Other
2023 plan-year Other DOL Form 5500

Elward ESOP Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Elward Systems Corporation · Colorado · Construction

What the 2023 filing shows

Elward ESOP Plan & Trust holds N/A for 39 participants.

N/A
total plan assets (2023 EOY)
39
covered participants
Total Assets (2023)
N/A
Participants
39
State
Industry
Construction

What the Filing Says About Elward ESOP Plan & Trust

Elward ESOP Plan & Trust is a Other retirement plan sponsored by Elward Systems Corporation, headquartered in Colorado. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 39 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 841175075, and the plan has been effective since 2002-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN841175075
Plan Effective Date2002-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Elward Systems Corporation)

Year Plans Participants Total Assets
2022 1 39 N/A
2023 1 39 N/A
2024 1 40 N/A

Nearby Other Plans in Colorado

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Elward ESOP Plan & Trust?
As of the 2023 Form 5500 filing, Elward ESOP Plan & Trust holds N/A in total assets with 39 participants. It is sponsored by Elward Systems Corporation.
What type of plan is Elward ESOP Plan & Trust?
Elward ESOP Plan & Trust is a Other plan. It has been effective since 2002-12-31. The plan is filed with the U.S. Department of Labor under EIN 841175075.
Who sponsors the Elward ESOP Plan & Trust?
Elward ESOP Plan & Trust is sponsored by Elward Systems Corporation, located in Colorado. The sponsor's EIN is 841175075 and the plan operates in the Construction industry.
How did Elward ESOP Plan & Trust perform in 2023?
Elward ESOP Plan & Trust held N/A in total assets at the end of 2023.
Where can I find official filings for Elward ESOP Plan & Trust?
Official Form 5500 filings for Elward ESOP Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 841175075 or plan name at efast.dol.gov.
How does Elward ESOP Plan & Trust compare to other plans?
You can compare Elward ESOP Plan & Trust against other Other plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 841175075.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.