Edgewood Senior Solutions Group 401(K) Plan — Form 5500 plan (Edgewood Retirement Community, Inc.)
Plain-English plan 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, Edgewood Senior Solutions Group 401(K) Plan is a benefit plan reported by Edgewood Retirement Community, Inc. under EIN 04-3195775 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $6,654,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edgewood Retirement Community, Inc.
- EIN
- 04-3195775
- Plan number
- 001
- Plan type
- 2
- Location
- North Andover, MA
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $6,654,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241014100329NAL0026978705003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,654,021
- Net assets (EOY)
- $6,654,021
- Net assets (BOY)
- $5,406,737
Income & contributions
- Employer contributions
- $189,089
- Participant contributions
- $513,762
- Total contributions
- $839,467
- Total income / additions
- $1,589,435
Expenses & distributions
- Benefits paid
- $295,318
- Administrative expenses
- $4,558
- Total expenses
- $342,151
- Net increase / (decrease)
- $1,247,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aegis Retirement Partners LLC | TPA | $0 | $16,946 | 2023 |
| Cambridge Investment Research Inc | BROKER DEALER | $0 | $11,471 | 2023 |
| John Hancock | RECORDKEEPER | $64 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Edgewood Retirement Community, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in North Andover, MA
- Aegis Retirement Partners LLC — Schedule C compensation
- Cambridge Investment Research Inc — Schedule C compensation
- John Hancock — Schedule C compensation