2023 Form 5500 filing — Edgett Williams Consulting Group Employee Stock Ownership 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 20241010120004NAL0020031777001) for Edgett Williams Consulting Group Employee Stock Ownership Plan, reported by Edgett Williams Consulting Group under EIN 94-3008771 and plan number 002. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241010120004NAL0020031777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edgett Williams Consulting Group
- EIN
- 94-3008771
- Plan number
- 002
- Location
- Mill Valley, CA
- Participants
- 15
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,279,410
- Net assets (EOY)
- $2,279,410
- Employer contributions
- $400,000
- Total income / additions
- $259,482
- Benefits paid
- $28,119
- Total expenses
- $28,119
- Net increase / (decrease)
- $231,363
- Schedule source
- Schedule I