Elwyn

California
Registered In
03/28/1974
Incorp. Date
Foreign
Registration Type
Pennsylvania
Foreign Jurisdiction

Company Summary

Elwyn at 3190 S Bascom Ave, San Jose, Ca 95124 lists Charles S. Mclister and Nikole Cabrey of Elwyn, PA as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Pennsylvania
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People

Laura Barkman Individual Agent
4808 BALDWIN AVE STE 201, TEMPLE CITY, CA 91780
Charles S. Mclister CEO
111 ELWYN RD, ELWYN, PA 19063
Nikole Cabrey Chief Financial Officer
111 ELWYN RD, ELWYN, PA 19063
Alan Wichlei Secretary
111 ELWYN RD, ELWYN, PA 19063
Showing current associates only (4 of 9 total associates). Create a free account to see the full associate history

Map & Locations

3190 S BASCOM AVE, SAN JOSE, CA 95124 View Map
111 ELWYN RD, ELWYN, PA 19063 (Mailing) View Map
Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Elwyn

Form 5500

ELWYN, INC.

C/o Trust Management Services 1 Almaden Blvd., STE 750, San Jose, Ca 95113 (408) 377-3441 EIN:23-1352117 Plan Admin:Jennifer Riva-Kirk
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameELWYN, INC. HEALTH AND WELFARE PLAN Plan #506 Participants BOY/EOY115 / 0 Assets BOY/EOY$217,372 / $0 2023 ELWYN, INC. HEALTH AND WELFARE PLAN - Plan #506 115 / 0 $217,372 / $0
2022 Plan NameELWYN, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY2,886 / 2,681 Assets BOY/EOY$64,981,383 / $47,149,138 2022 ELWYN, INC. RETIREMENT PLAN - Plan #001 2,886 / 2,681 $64,981,383 / $47,149,138
2022 Plan NameELWYN DEFINED CONTRIBUTION 403(B) PLAN Plan #003 Participants BOY/EOY2,837 / 3,152 Assets BOY/EOY$44,422,991 / $44,295,333 2022 ELWYN DEFINED CONTRIBUTION 403(B) PLAN - Plan #003 2,837 / 3,152 $44,422,991 / $44,295,333
2022 Plan NameELWYN, INC. HEALTH & WELFARE PLAN Plan #506 Participants BOY/EOY114 / 0 Assets BOY/EOY$404,274 / $217,372 2022 ELWYN, INC. HEALTH & WELFARE PLAN - Plan #506 114 / 0 $404,274 / $217,372
2022 Plan NameELWYN, INC. HEALTH AND WELFARE BENEFIT PLAN Plan #508 Participants BOY/EOY2,135 / 0 Assets BOY/EOY$0 / $0 2022 ELWYN, INC. HEALTH AND WELFARE BENEFIT PLAN - Plan #508 2,135 / 0 $0 / $0
2021 Plan NameELWYN, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY3,051 / 2,886 Assets BOY/EOY$69,716,989 / $64,981,383 2021 ELWYN, INC. RETIREMENT PLAN - Plan #001 3,051 / 2,886 $69,716,989 / $64,981,383
2021 Plan NameELWYN DEFINED CONTRIBUTION 403(B) PLAN Plan #003 Participants BOY/EOY3,107 / 2,837 Assets BOY/EOY$35,213,891 / $44,422,991 2021 ELWYN DEFINED CONTRIBUTION 403(B) PLAN - Plan #003 3,107 / 2,837 $35,213,891 / $44,422,991
2021 Plan NameELWYN, INC. HEALTH & WELFARE PLAN Plan #506 Participants BOY/EOY111 / 0 Assets BOY/EOY$548,505 / $404,274 2021 ELWYN, INC. HEALTH & WELFARE PLAN - Plan #506 111 / 0 $548,505 / $404,274
2021 Plan NameELWYN, INC. HEALTH AND WELFARE BENEFIT PLAN Plan #508 Participants BOY/EOY1,460 / 0 Assets BOY/EOY$0 / $0 2021 ELWYN, INC. HEALTH AND WELFARE BENEFIT PLAN - Plan #508 1,460 / 0 $0 / $0
2020 Plan NameELWYN, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY3,228 / 3,051 Assets BOY/EOY$70,454,518 / $69,716,989 2020 ELWYN, INC. RETIREMENT PLAN - Plan #001 3,228 / 3,051 $70,454,518 / $69,716,989
2020 Plan NameELWYN DEFINED CONTRIBUTION 403(B) PLAN Plan #003 Participants BOY/EOY2,873 / 3,107 Assets BOY/EOY$24,453,766 / $35,213,891 2020 ELWYN DEFINED CONTRIBUTION 403(B) PLAN - Plan #003 2,873 / 3,107 $24,453,766 / $35,213,891
2020 Plan NameELWYN, INC. HEALTH & WELFARE PLAN Plan #506 Participants BOY/EOY122 / 0 Assets BOY/EOY$827,932 / $548,505 2020 ELWYN, INC. HEALTH & WELFARE PLAN - Plan #506 122 / 0 $827,932 / $548,505
2020 Plan NameELWYN, INC. HEALTH AND WELFARE BENEFIT PLAN Plan #508 Participants BOY/EOY1,590 / 0 Assets BOY/EOY$0 / $0 2020 ELWYN, INC. HEALTH AND WELFARE BENEFIT PLAN - Plan #508 1,590 / 0 $0 / $0
2019 Plan NameELWYN, INC. RETIREMENT PLAN Plan #001 Participants BOY/EOY3,425 / 3,228 Assets BOY/EOY$71,153,117 / $70,454,518 2019 ELWYN, INC. RETIREMENT PLAN - Plan #001 3,425 / 3,228 $71,153,117 / $70,454,518
2019 Plan NameELWYN DEFINED CONTRIBUTION 403(B) PLAN Plan #003 Participants BOY/EOY2,760 / 2,873 Assets BOY/EOY$12,182,824 / $24,453,766 2019 ELWYN DEFINED CONTRIBUTION 403(B) PLAN - Plan #003 2,760 / 2,873 $12,182,824 / $24,453,766
2019 Plan NameELWYN, INC. HEALTH & WELFARE PLAN Plan #506 Participants BOY/EOY107 / 0 Assets BOY/EOY$958,176 / $827,932 2019 ELWYN, INC. HEALTH & WELFARE PLAN - Plan #506 107 / 0 $958,176 / $827,932
2019 Plan NameELWYN, INC. HEALTH AND WELFARE BENEFIT PLAN Plan #508 Participants BOY/EOY1,590 / 0 Assets BOY/EOY$0 / $0 2019 ELWYN, INC. HEALTH AND WELFARE BENEFIT PLAN - Plan #508 1,590 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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