Plan5500

Edith Wharton Restoration, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Edith Wharton Restoration, Inc. (EIN 04-2666846) is a plan sponsor located in Lenox, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2666846
Location
Lenox, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Edith Wharton Restoration, Inc.

  • 2 loaded plans hold $782.1K in reported assets.
  • The largest, Edith Wharton Restoration Defined Contribution Retirement Plan, holds 61% of this company's reported plan assets.
  • Plans cover 74 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$782.1KSummed across loaded plans$782,094
Total reported assets$782.1K$782,094
Total reported participants74
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$782.1K total assets
Net assets$782.1KLiabilities—
Contributions & income
Employer contributions$32K
Participant contributions$20.8K
Total income / additions$151.3K
Expenses & distributions
Benefits paid / distributions$15.9K
Total expenses$15.9K
Net increase / (decrease)$135.3K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets61%Edith Wharton Restoration Defined Contribution Retirement Plan
Participants per plan37Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Edith Wharton Restoration Defined Contribution Retirement Plan$475.5K
    Plan #001 · 44 participants · 2023
  2. 2
    Edith Wharton Restoration Tax Deferred Annuity Plan$306.6K
    Plan #002 · 30 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Edith Wharton Restoration, Inc.. Open one for its full reported snapshot.

  1. 2023
    Edith Wharton Restoration Tax Deferred Annuity Plan30 participants · 2Sch I
    View filing →
  2. 2023
    Edith Wharton Restoration Defined Contribution Retirement Plan44 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Edith Wharton Restoration, Inc. report on Form 5500?
Edith Wharton Restoration, Inc. (EIN 04-2666846) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Edith Wharton Restoration, Inc.?
The Employer Identification Number (EIN) reported for Edith Wharton Restoration, Inc. is 04-2666846.
What is the latest Form 5500 filing year for Edith Wharton Restoration, Inc.?
The latest loaded Form 5500 filing year for Edith Wharton Restoration, Inc. is 2023.

Related Form 5500 pages