2023 Form 5500 filing — Edwards Moving & Rigging, Inc. 401(K) 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 20241015101851NAL0014388099001) for Edwards Moving & Rigging, Inc. 401(K) Plan, reported by Edwards Moving & Rigging, Inc. under EIN 61-1245293 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101851NAL0014388099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edwards Moving & Rigging, Inc.
- EIN
- 61-1245293
- Plan number
- 001
- Location
- Shelbyville, KY
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,192,000
- Net assets (EOY)
- $9,192,000
- Employer contributions
- $272,723
- Participant contributions
- $636,433
- Total income / additions
- $2,111,907
- Benefits paid
- $532,417
- Administrative expenses
- $45,067
- Total expenses
- $577,484
- Net increase / (decrease)
- $1,534,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $41,027 | $0 |
| Kestra Investment Services LLC | BROKER | $0 | $29,834 |
| Mcm Cpas & Advisors Llp | RECORDKEEPER | $2,400 | $0 |
| Mesirow Financial, Inc | INVESTMENT AD VISORY - PL | $1,640 | not reported in the loaded dataset |