Plan5500

Edwards, MO 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, Edwards, MO has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $143,200 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Edwards

  • 1 loaded plans hold $143.2K in reported assets across 1 sponsors.
  • The largest, Select Retreats, Inc. 401(K) Plan, holds 100% of reported Edwards plan assets.
  • Plans cover 1 participants — about 1 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$143.2KSummed across loaded plans$143,200
Total reported assets$143.2K$143,200
Total reported participants1
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$143.2K total assets
Net assets$143.2KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$17.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)-$17.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Edwards, MO 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

Edwards market comparison

Largest plan share of assets100%Select Retreats, Inc. 401(K) Plan
Participants per plan1Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Edwards

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

  1. 1
    Select Retreats, Inc. 401(K) Plan$143.2K
    Select Retreats, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Edwards, MO?
1 plan(s) reported by 1 sponsor(s) are loaded for Edwards, MO.

Related Form 5500 pages