2023 Form 5500 filing — Energy Developments Employee Retirement 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 20241009094325NAL0010494547001) for Energy Developments Employee Retirement Plan, reported by Edl Holdings (Us), Inc. under EIN 52-2059087 and plan number 001. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009094325NAL0010494547001
Filing year
2023
Form type
2
Plan sponsor
Edl Holdings (Us), Inc.
EIN
52-2059087
Plan number
001
Location
East Lansing, MI
Participants
240
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$18,202,116
Total liabilities (EOY)
$0
Net assets (EOY)
$18,202,116
Employer contributions
$1,179,512
Participant contributions
$1,417,426
Total income / additions
$5,375,078
Benefits paid
$2,365,507
Administrative expenses
$28,781
Total expenses
$2,394,288
Net increase / (decrease)
$2,980,790
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$23,766$0

Related Form 5500 pages