2023 Form 5500 filing — Retirement Savings Plan For Employees Of Edwards Garment Co.
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 20241008091935NAL0016384369001) for Retirement Savings Plan For Employees Of Edwards Garment Co., reported by Edwards Garment Co. under EIN 38-1905652 and plan number 004. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008091935NAL0016384369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edwards Garment Co.
- EIN
- 38-1905652
- Plan number
- 004
- Location
- Kalamazoo, MI
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,896,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,896,468
- Employer contributions
- $420,904
- Participant contributions
- $977,408
- Total income / additions
- $3,481,269
- Benefits paid
- $2,588,578
- Administrative expenses
- $43,138
- Total expenses
- $2,633,913
- Net increase / (decrease)
- $847,356
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morningstar Investment Management | SERVICE PROVIDER | $24,879 | not reported in the loaded dataset |
| Fsc Agency, Inc. | BROKER DEALER | $0 | $19,254 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $9,952 | $7,176 |
| Map Retirement, Inc. | SERVICE PROVIDER | $0 | $7,193 |
| Morningstar | SERVICE PROVIDER | $0 | $7,176 |