ELEVATE MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ELEVATE MANAGEMENT 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : ELEVATE MANAGEMENT 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-24 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-24 | 158 |
| Net assets as of the end of the plan year | 2025-04-24 | 114101 |
| Total assets as of the beginning of the plan year | 2025-04-24 | 77760 |
| Value of plan covered by a fidelity bond | 2025-04-24 | 917471694 |
| Participant contributions to plan in this plan year | 2025-04-24 | 24250 |
| Other expenses paid from plan in this plan year | 2025-04-24 | 0 |
| Other contributions to plan in this plan year | 2025-04-24 | 0 |
| Other income to plan in this plan year | 2025-04-24 | 12249 |
| Plan net income in this plan year | 2025-04-24 | 36341 |
| Net assets as of the end of the plan year | 2025-04-24 | 114101 |
| Net assets as of the beginning of the plan year | 2025-04-24 | 77760 |
| Value of contributions failed to transmitted timely | 2025-04-24 | 0 |
| Employer contributions to plan in this plan year | 2025-04-24 | 0 |
| Fees paid to broker by Benefit Provider | 2025-04-24 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-24 | 158 |
| 2024 : ELEVATE MANAGEMENT 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-23 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-23 | 96 |
| Net assets as of the end of the plan year | 2024-05-23 | 77760 |
| Total assets as of the beginning of the plan year | 2024-05-23 | 43947 |
| Value of plan covered by a fidelity bond | 2024-05-23 | 705050000 |
| Participant contributions to plan in this plan year | 2024-05-23 | 23669 |
| Other expenses paid from plan in this plan year | 2024-05-23 | 0 |
| Other contributions to plan in this plan year | 2024-05-23 | 0 |
| Other income to plan in this plan year | 2024-05-23 | 10240 |
| Plan net income in this plan year | 2024-05-23 | 33813 |
| Net assets as of the end of the plan year | 2024-05-23 | 77760 |
| Net assets as of the beginning of the plan year | 2024-05-23 | 43947 |
| Value of contributions failed to transmitted timely | 2024-05-23 | 1088 |
| Employer contributions to plan in this plan year | 2024-05-23 | 0 |
| Fees paid to broker by Benefit Provider | 2024-05-23 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-23 | 96 |
| 2022 : ELEVATE MANAGEMENT 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-02 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-02 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-02 | 18 |
| Net assets as of the end of the plan year | 2022-06-02 | 28160 |
| Total assets as of the beginning of the plan year | 2022-06-02 | 4649 |
| Value of plan covered by a fidelity bond | 2022-06-02 | 336000000 |
| Participant contributions to plan in this plan year | 2022-06-02 | 21054 |
| Other expenses paid from plan in this plan year | 2022-06-02 | 0 |
| Other contributions to plan in this plan year | 2022-06-02 | 0 |
| Other income to plan in this plan year | 2022-06-02 | 2475 |
| Plan net income in this plan year | 2022-06-02 | 23511 |
| Net assets as of the end of the plan year | 2022-06-02 | 28160 |
| Net assets as of the beginning of the plan year | 2022-06-02 | 4649 |
| Value of contributions failed to transmitted timely | 2022-06-02 | 3392 |
| Employer contributions to plan in this plan year | 2022-06-02 | 0 |
| Fees paid to broker by Benefit Provider | 2022-06-02 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-02 | 18 |
