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, Benjamin F. Edwards & Co., Inc. 401(K) Plan is a benefit plan reported by Benjamin F. Edwards & Co., Inc. under EIN 26-3472087 and plan number 001. The latest loaded filing year is 2023. The filing reports 745 participants and $97,351,332 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,351,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,351,332
- Net assets (BOY)
- $73,926,833
Income & contributions
- Employer contributions
- $5,600,000
- Participant contributions
- $8,728,676
- Total contributions
- $15,640,687
- Total income / additions
- $29,021,617
Expenses & distributions
- Benefits paid
- $5,424,644
- Administrative expenses
- $169,233
- Total expenses
- $5,597,118
- Net increase / (decrease)
- $23,424,499