2023 Form 5500 filing — Fourth Edition Inc. Pension 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 20241010124808NAL0040064946001) for Fourth Edition Inc. Pension Plan, reported by Fourth Edition Inc. under EIN 22-1734198 and plan number 001. It reports 622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124808NAL0040064946001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fourth Edition Inc.
- EIN
- 22-1734198
- Plan number
- 001
- Location
- Englewood Cliffs, NJ
- Participants
- 622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,177,689
- Total liabilities (EOY)
- $30,246
- Net assets (EOY)
- $44,147,443
- Employer contributions
- $3,920,272
- Total income / additions
- $8,428,407
- Benefits paid
- $5,531,782
- Administrative expenses
- $826,904
- Total expenses
- $6,358,686
- Net increase / (decrease)
- $2,069,721
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement | RETAINED BY EMPLOYER | $181,268 | $0 |
| Captrust Financial Advisors LLC | RETAINED BY EMPLOYER | $87,418 | not reported in the loaded dataset |
| Slc Management | RETAINED BY EMPLOYER | $39,058 | not reported in the loaded dataset |
| Rosenberg Rich Baker Berman, P.A. | RETAINED BY EMPLOYER | $26,000 | not reported in the loaded dataset |
| Ballard Spahr | RETAINED BY EMPLOYER | $15,204 | not reported in the loaded dataset |
| The Bank Of New York Mellon | RETAINED BY EMPLOYER | $10,366 | not reported in the loaded dataset |