2023 Form 5500 filing — J.F. Edwards Construction Co. 401(K) 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 20241014171318NAL0015347395001) for J.F. Edwards Construction Co. 401(K) Profit Sharing Plan, reported by J.F. Edwards Construction Co. under EIN 36-2483432 and plan number 002. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171318NAL0015347395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.F. Edwards Construction Co.
- EIN
- 36-2483432
- Plan number
- 002
- Location
- Geneseo, IL
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,373,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,373,570
- Employer contributions
- $979,618
- Participant contributions
- $1,090,437
- Total income / additions
- $4,241,613
- Benefits paid
- $1,491,782
- Administrative expenses
- $76,974
- Total expenses
- $1,568,756
- Net increase / (decrease)
- $2,672,857
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Goldman Sachs Asset Management Lp | NONE | $37,747 | not reported in the loaded dataset |
| United Capital Financial Advisers | ADVISOR | $19,007 | not reported in the loaded dataset |
| Anderson, Lower, Whitlow, Pc | NONE | $10,500 | not reported in the loaded dataset |
| Anderson, Lower, Whitlow, P.C. | CONSULTANT | $9,500 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $6,633 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $2,983 | not reported in the loaded dataset |