2023 Form 5500 filing — Edwards Companies 401(K) Savings Plan And Trust

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 20241008120325NAL0034562194001) for Edwards Companies 401(K) Savings Plan And Trust, reported by The Edwards Companies, LLC under EIN 35-2496878 and plan number 003. It reports 180 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)$15.9MReported net assets$15,910,473
Participants180
Provider compensation$46.2K3 Schedule C row(s)$46,176
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008120325NAL0034562194001
Plan sponsor
The Edwards Companies, LLC
EIN
35-2496878
Plan number
003
Location
Columbus, OH
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)$15.9M total assets
Net assets$15.9MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$530.2K
Benefits paid / distributions$478.9K
Contributions
Employer$228.4K
Participant$764.2K
Full reported line items
Total assets (EOY)
$15,910,473
Total liabilities (EOY)
$0
Net assets (EOY)
$15,910,473
Employer contributions
$228,441
Participant contributions
$764,212
Total income / additions
$3,345,014
Benefits paid
$478,915
Administrative expenses
$51,245
Total expenses
$530,160
Net increase / (decrease)
$2,814,854
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $19K · Indirect $0
  2. 2
    ADVISOR · Direct $14.2K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $13K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008120325NAL0034562194001 cover?
It is the 2023 Form 5500 filing for Edwards Companies 401(K) Savings Plan And Trust, reported by The Edwards Companies, LLC (EIN 35-2496878).
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).

Related Form 5500 pages