Plan Ledger DOL Form 5500 · updated monthly

Davis H. Elliot Company, IncorporatedESOP

DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN · LEXINGTON, KY · plan year 2024

Employer contribution per participant · 2024
$7,998

Davis H. Elliot Company, Incorporated's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $242,213,457 across 2,444 participant accounts, with employer contributions averaging $7,998 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 33rd-largest of 871 plans among Kentucky employers on file, and the 281st of 5,337 in construction. active participation has grown from 1,803 to 2,242 since 2022.

Plan summary
Net assets, end of year$242,213,457
Participants with balances2,444
Active participants2,242
Employer contributions$17,931,919
Employee contributions—
Employer contribution per active participant$7,998
Average account balance$99,105
Benefits paid to participants$19,906,624
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$242.2M · 2,444 accts · $17.9M emplr
2023$220.3M · 2,229 accts · $15.0M emplr
2022$207.1M · 2,050 accts · $14.4M emplr
Employer contributions to the Davis H. Elliot Company, Incorporated plan · 2024
Employer contribution per active participant$7,998
Median for plans this size$3,635
2024$7,998 per active participant
2023$7,659 per active participant
2022$8,001 per active participant

Davis H. Elliot Company, Incorporated's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
EMPLOYEES' THRIFT PLAN OF DAVIS H. ELLIOT COMPANY, INCORPORATED401(k)
DAVIS H. ELLIOT COMPANY, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 541203551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.