Edwards Business Systems 401k Retirement Plan — Form 5500 plan (Edwards Business Machines, 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, Edwards Business Systems 401k Retirement Plan is a benefit plan reported by Edwards Business Machines, Inc. under EIN 23-1672672 and plan number 003. The latest loaded filing year is 2023. The filing reports 160 participants and $12,646,540 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edwards Business Machines, Inc.
EIN
23-1672672
Plan number
003
Plan type
2
Location
Wyomissing, PA
Latest filing year
2023
Participants
160
End-of-year plan assets
$12,646,540

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241015153449NAL0016768931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,646,540
Total liabilities (EOY)
$0
Net assets (EOY)
$12,646,540
Net assets (BOY)
$11,514,722

Income & contributions

Employer contributions
$127,112
Participant contributions
$640,753
Total contributions
$803,349
Total income / additions
$2,773,938

Expenses & distributions

Benefits paid
$1,586,063
Administrative expenses
$56,057
Total expenses
$1,642,120
Net increase / (decrease)
$1,131,818

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Retirement & BenefitNONE$40,106not reported in the loaded dataset2023
Ascensus LLCNONE$15,951$02023

Related Form 5500 pages