2023 Form 5500 filing — Edelstein & Company Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002142334NAL0004082499001) for Edelstein & Company Profit Sharing Plan, reported by Edelstein & Company, Llp under EIN 04-2442519 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$32MReported net assets$31,970,864

Participants200

Provider compensation$19.5K2 Schedule C row(s)$19,533

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241002142334NAL0004082499001
Plan sponsor: Edelstein & Company, Llp
EIN: 04-2442519
Plan number: 001
Location: Boston, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$32M total assets

Net assets$32MLiabilities$0

Money in vs. money out

Total income / additions$8M

Total expenses$2.9M

Benefits paid / distributions$2.9M

Contributions

Employer$1M

Participant$1.3M

Full reported line items

Total assets (EOY): $31,970,864
Total liabilities (EOY): $0
Net assets (EOY): $31,970,864
Employer contributions: $1,003,318
Participant contributions: $1,324,919
Total income / additions: $8,023,084
Benefits paid: $2,887,905
Administrative expenses: $14,601
Total expenses: $2,902,506
Net increase / (decrease): $5,120,578

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Ascensus LLC$16.8K
RECORDKEEPER · Direct $15.9K · Indirect $957
2
The Angell Pension Group, Inc.$2.7K
CONTRACT ADMINISTRATOR · Direct $2.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002142334NAL0004082499001 cover?: It is the 2023 Form 5500 filing for Edelstein & Company Profit Sharing Plan, reported by Edelstein & Company, Llp (EIN 04-2442519).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).