Edsa Employee Savings And Profit Sharing Plan — Form 5500 plan (Edsa, 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, Edsa Employee Savings And Profit Sharing Plan is a benefit plan reported by Edsa, Inc. under EIN 59-1265229 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $33,478,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edsa, Inc.
EIN
59-1265229
Plan number
001
Plan type
2
Location
Ft. Lauderdale, FL
Latest filing year
2023
Participants
213
End-of-year plan assets
$33,478,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20241014064602NAL0043723104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,478,321
Total liabilities (EOY)
$0
Net assets (EOY)
$33,478,321
Net assets (BOY)
$25,305,658

Income & contributions

Employer contributions
$478,314
Participant contributions
$1,654,388
Total contributions
$2,141,778
Total income / additions
$8,694,461

Expenses & distributions

Benefits paid
$496,089
Administrative expenses
$25,709
Total expenses
$521,798
Net increase / (decrease)
$8,172,663

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NfpINVESTMENT ADVISOR$66,618not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$45,077$02023

Related Form 5500 pages