Edgewood Companies 401(K) Plan — Form 5500 plan (Edgewood Companies)
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 Companies 401(K) Plan is a benefit plan reported by Edgewood Companies under EIN 88-0073008 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $9,658,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edgewood Companies
- EIN
- 88-0073008
- Plan number
- 001
- Plan type
- 2
- Location
- Stateline, NV
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $9,658,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20241007153224NAL0009011747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,658,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,658,796
- Net assets (BOY)
- $7,558,542
Income & contributions
- Employer contributions
- $451,670
- Participant contributions
- $877,545
- Total contributions
- $1,381,326
- Total income / additions
- $2,713,731
Expenses & distributions
- Benefits paid
- $587,986
- Administrative expenses
- $2,087
- Total expenses
- $613,477
- Net increase / (decrease)
- $2,100,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $19,466 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,087 | $0 | 2023 |