Edgewood Management Corporation Retirement Plan — Form 5500 plan (Edgewood Management Corporation)
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 Management Corporation Retirement Plan is a benefit plan reported by Edgewood Management Corporation under EIN 52-1491854 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $25,963,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edgewood Management Corporation
- EIN
- 52-1491854
- Plan number
- 001
- Plan type
- 2
- Location
- Gaithersburg, MD
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $25,963,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241011114823NAL0022694129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,963,286
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,963,286
- Net assets (BOY)
- $23,233,279
Income & contributions
- Employer contributions
- $318,789
- Participant contributions
- $710,185
- Total contributions
- $1,029,664
- Total income / additions
- $3,313,456
Expenses & distributions
- Benefits paid
- $12,754,964
- Administrative expenses
- $101,688
- Total expenses
- $12,856,652
- Net increase / (decrease)
- -$9,543,196
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mullen, Sondberg, Wimbush & Stone | AUDITOR | $15,425 | not reported in the loaded dataset | 2023 |