Plan5500

Tadjer-Cohen-Edelson Associates 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, Tadjer-Cohen-Edelson Associates Inc (EIN 52-0903860) is a plan sponsor located in Mclean, VA with 1 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
52-0903860
Location
Mclean, VA
Loaded plans
1
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 Tadjer-Cohen-Edelson Associates Inc

  • 1 loaded plans hold $995.6K in reported assets.
  • The largest, Tadjer-Cohen-Edelson Associates Inc (Esop) Amended And Restated Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 51 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$995.6KSummed across loaded plans$995,608
Total reported assets$995.6K$995,608
Total reported participants51
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$995.6K total assets
Net assets$995.6KLiabilities—
Contributions & income
Employer contributions$32.8K
Participant contributionsNot reported
Total income / additions-$53.3K
Expenses & distributions
Benefits paid / distributions$79.9K
Total expenses$84.1K
Net increase / (decrease)-$137.4K

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 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 assets100%Tadjer-Cohen-Edelson Associates Inc (Esop) Amended And Restated Employee Stock Ownership Plan
Participants per plan51Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Tadjer-Cohen-Edelson Associates Inc (Esop) Amended And Restated Employee Stock Ownership Plan$995.6K
    Plan #003 · 51 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 Tadjer-Cohen-Edelson Associates Inc. Open one for its full reported snapshot.

  1. 2023
    Tadjer-Cohen-Edelson Associates Inc (Esop) Amended And Restated Employee Stock Ownership Plan51 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Tadjer-Cohen-Edelson Associates Inc report on Form 5500?
Tadjer-Cohen-Edelson Associates Inc (EIN 52-0903860) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Tadjer-Cohen-Edelson Associates Inc?
The Employer Identification Number (EIN) reported for Tadjer-Cohen-Edelson Associates Inc is 52-0903860.
What is the latest Form 5500 filing year for Tadjer-Cohen-Edelson Associates Inc?
The latest loaded Form 5500 filing year for Tadjer-Cohen-Edelson Associates Inc is 2023.

Related Form 5500 pages