Edgett Williams Consulting Group Employee Stock Ownership Plan — Form 5500 plan (Edgett Williams Consulting Group)
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, Edgett Williams Consulting Group Employee Stock Ownership Plan is a benefit plan reported by Edgett Williams Consulting Group under EIN 94-3008771 and plan number 002. The latest loaded filing year is 2023. The filing reports 15 participants and $2,279,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edgett Williams Consulting Group
- EIN
- 94-3008771
- Plan number
- 002
- Plan type
- 2
- Location
- Mill Valley, CA
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $2,279,410
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20241010120004NAL0020031777001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,279,410
- Net assets (EOY)
- $2,279,410
- Net assets (BOY)
- $2,048,047
Income & contributions
- Employer contributions
- $400,000
- Total income / additions
- $259,482
Expenses & distributions
- Benefits paid
- $28,119
- Total expenses
- $28,119
- Net increase / (decrease)
- $231,363
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.