Department of Labor filing

ELDERLY HOUSING MANAGEMENT,INC.

401(K) PROFIT SHARING PLAN OF ELDERLY HOUSING MANAGEMENT, INC. · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

65filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$2,584

Reported employer contributions per active participant.

Higher than about 71% of comparable plans

#People in the filing

171

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$139 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 52% of comparable plans

↗Investment performance

Not available

Plan assets changed -3.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202465out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions71st percentileTypical peer $1,592 · based on 804 comparable plans

Lower reported administrative expense52nd percentileTypical peer $147 · based on 831 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ELDERLY HOUSING MANAGEMENT,INC. reported $441,923 in employer contributions across the plan and 171 active participants. That works out to $2,584 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy41%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 34.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 10.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context65/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $441,923
Participant contributions: $480,195
Other contributions: $4,252
Employer share of reported contributions: 47.9%
Beginning assets: $19,192,486
Ending assets: $18,550,834
Ending net assets: $18,550,834
Ending liabilities: $0
Total income: $2,989,024
Total expenses: $3,630,676
Administrative expenses: $58,770
Participant loans: $219,742

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,921

2023

$1,864

2024

$2,584

Plan-paid administrative expenses per participant

2022

$126

2023

$92

2024

$139

Active participants

2022

348

2023

346

2024

171

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,584	171	18.6M	20251003115403NAL0001340145001
2023	$1,864	346	19.2M	20241011155554NAL0022273249001
2022	$1,921	348	17.3M	20231016082839NAL0025146355001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 066049011-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Sep 1, 2005
Industry: Real estate
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2S2T3H3D

Current plan terms

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Filing ACK_ID20251003115403NAL0001340145001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗