Educationdynamics 401(K) Profit Sharing Plan — Form 5500 plan (Educationdynamics)
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, Educationdynamics 401(K) Profit Sharing Plan is a benefit plan reported by Educationdynamics under EIN 35-2534005 and plan number 001. The latest loaded filing year is 2023. The filing reports 660 participants and $27,125,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Educationdynamics
- EIN
- 35-2534005
- Plan number
- 001
- Plan type
- 2
- Location
- Hoboken, NJ
- Latest filing year
- 2023
- Participants
- 660
- End-of-year plan assets
- $27,125,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 660 | H, C | 20241015152855NAL0016753107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,125,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,125,403
- Net assets (BOY)
- $21,433,253
Income & contributions
- Employer contributions
- $946,288
- Participant contributions
- $1,891,531
- Total contributions
- $3,244,225
- Total income / additions
- $7,528,992
Expenses & distributions
- Benefits paid
- $1,746,616
- Administrative expenses
- $90,226
- Total expenses
- $1,836,842
- Net increase / (decrease)
- $5,692,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $50,226 | $0 | 2023 |
| Kestra Investment Services LLC | ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Hauser Retirement Solutions 2 LLC | ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Educationdynamics
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hoboken, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Hauser Retirement Solutions 2 LLC — Schedule C compensation