Plan5500

Edgewater, MD Form 5500 retirement and benefit plan filings

City Form 5500 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, Edgewater, MD has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $19,938,215 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Edgewater

  • 6 loaded plans hold $19.9M in reported assets across 5 sponsors.
  • The largest, Trible'S Inc Profit Sharing Plan, holds 45% of reported Edgewater plan assets.
  • Plans cover 790 participants — about 132 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.9MSummed across loaded plans$19,893,492
Total reported assets$19.9M$19,938,215
Total reported participants790
Total reported liabilities$44.7K$44,723

Reported net position

Reported assets = net assets + liabilities (summed)$19.9M total assets
Net assets$19.9MLiabilities$44.7K
Contributions & income
Employer contributions$209.3K
Participant contributions$694.5K
Total income / additions$3.7M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.6M
Net increase / (decrease)$1M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation2 / 6 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Edgewater, MD plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Edgewater market comparison

Largest plan share of assets45%Trible'S Inc Profit Sharing Plan
Participants per plan132Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Edgewater

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Trible'S Inc Profit Sharing Plan$8.9M
    Trible'S, Inc · 2023
  2. 2
    George P. Kalas Funeral Home 401(K) Profit Sharing Plan$7.2M
    George P. Kalas Funeral Home, P.A. · 2023
  3. 3
    401(K) Profit Sharing Plan For Employees Of Arundel Lodge, Inc.$3.2M
    Arundel Lodge, Inc. · 2023
  4. 4
    Dmm3 Enterprises, Inc. 401(K) Plan$389.7K
    Dmm3 Enterprises, Inc. · 2023
  5. 5
    Sg Adventure, Inc. Retirement Plan$225K
    Sg Adventure, Inc. · 2023
  6. 6
    Trible'S Inc. Health Life And Disability Plannot reported in the loaded dataset
    Trible'S Inc. · 2023

Largest plans in Edgewater → · Edgewater plans by participants → · Edgewater plans with financial data → · Edgewater plans with provider compensation → · $1B+ plans in Edgewater →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Edgewater, MD?
6 plan(s) reported by 5 sponsor(s) are loaded for Edgewater, MD.

Related Form 5500 pages