2023 Form 5500 filing — Edwards Business Systems 401k 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 20241015153449NAL0016768931001) for Edwards Business Systems 401k Retirement Plan, reported by Edwards Business Machines, Inc. under EIN 23-1672672 and plan number 003. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153449NAL0016768931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edwards Business Machines, Inc.
- EIN
- 23-1672672
- Plan number
- 003
- Location
- Wyomissing, PA
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,646,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,646,540
- Employer contributions
- $127,112
- Participant contributions
- $640,753
- Total income / additions
- $2,773,938
- Benefits paid
- $1,586,063
- Administrative expenses
- $56,057
- Total expenses
- $1,642,120
- Net increase / (decrease)
- $1,131,818
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $40,106 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $15,951 | $0 |