2023 Form 5500 filing — Price Edwards & Company Savings & Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918063329NAL0007137776001) for Price Edwards & Company Savings & Retirement Plan, reported by Price Edwards & Company under EIN 73-1322410 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14MReported net assets$13,990,428
Participants248
Provider compensation$64.6K2 Schedule C row(s)$64,576
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240918063329NAL0007137776001
- Plan sponsor
- Price Edwards & Company
- EIN
- 73-1322410
- Plan number
- 001
- Location
- Oklahoma City, OK
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14M total assets
Net assets$14MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,990,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,990,428
- Employer contributions
- $282,422
- Participant contributions
- $560,489
- Total income / additions
- $2,702,571
- Benefits paid
- $1,855,236
- Administrative expenses
- $64,576
- Total expenses
- $1,919,812
- Net increase / (decrease)
- $782,759
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $41,009 | not reported in the loaded dataset |
| Slavic Mutual Fund Managment Corp | INVESTMENT MGMT | $23,567 | not reported in the loaded dataset |