Plan5500

James Edward & Companies, 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, James Edward & Companies, Inc. (EIN 76-0438110) is a plan sponsor located in Houston, TX 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
76-0438110
Location
Houston, TX
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 James Edward & Companies, Inc.

  • 2 loaded plans hold $7.8M in reported assets.
  • The largest, James Edward & Companies, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 741 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.8MSummed across loaded plans$7,767,839
Total reported assets$7.8M$7,767,839
Total reported participants741
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$7.8M total assets
Net assets$7.8MLiabilities—
Contributions & income
Employer contributions$444.2K
Participant contributions$662K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$812.8K
Total expenses$871.2K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%James Edward & Companies, Inc. 401(K) Plan
Participants per plan371Average 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
    James Edward & Companies, Inc. 401(K) Plan$7.8M
    Plan #001 · 431 participants · 2023
  2. 2
    James Edward And Companies, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #509 · 310 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 James Edward & Companies, Inc.. Open one for its full reported snapshot.

  1. 2023
    James Edward And Companies, Inc. Employee Benefits Plan310 participants · 2No schedules
    View filing →
  2. 2023
    James Edward & Companies, Inc. 401(K) Plan431 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does James Edward & Companies, Inc. report on Form 5500?
James Edward & Companies, Inc. (EIN 76-0438110) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for James Edward & Companies, Inc.?
The Employer Identification Number (EIN) reported for James Edward & Companies, Inc. is 76-0438110.
What is the latest Form 5500 filing year for James Edward & Companies, Inc.?
The latest loaded Form 5500 filing year for James Edward & Companies, Inc. is 2023.

Related Form 5500 pages