2023 Form 5500 filing — Daniel J. Edelman Holdings, Inc. Profit Sharing 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 20241004132445NAL0005728451001) for Daniel J. Edelman Holdings, Inc. Profit Sharing Plan, reported by Daniel J. Edelman Holdings, Inc. under EIN 80-0830746 and plan number 002. It reports 5,934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004132445NAL0005728451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daniel J. Edelman Holdings, Inc.
- EIN
- 80-0830746
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 5,934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $474,427,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $474,427,894
- Employer contributions
- $10,545,929
- Participant contributions
- $34,622,387
- Total income / additions
- $123,231,751
- Benefits paid
- $37,830,528
- Administrative expenses
- $624,556
- Total expenses
- $38,463,786
- Net increase / (decrease)
- $84,767,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $340,107 | $0 |
| Vanguard Advisers Inc. | NONE | $136,342 | not reported in the loaded dataset |
| Dla Piper Llp | NONE | $59,885 | not reported in the loaded dataset |
| Crowe | NONE | $44,600 | not reported in the loaded dataset |
| Captrust | NONE | $30,000 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $19,073 | not reported in the loaded dataset |