2023 Form 5500 filing — Edgewood Senior Solutions Group 401(K) 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 20241014100329NAL0026978705003) for Edgewood Senior Solutions Group 401(K) Plan, reported by Edgewood Retirement Community, Inc. under EIN 04-3195775 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100329NAL0026978705003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edgewood Retirement Community, Inc.
- EIN
- 04-3195775
- Plan number
- 001
- Location
- North Andover, MA
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,654,021
- Net assets (EOY)
- $6,654,021
- Employer contributions
- $189,089
- Participant contributions
- $513,762
- Total income / additions
- $1,589,435
- Benefits paid
- $295,318
- Administrative expenses
- $4,558
- Total expenses
- $342,151
- Net increase / (decrease)
- $1,247,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aegis Retirement Partners LLC | TPA | $0 | $16,946 |
| Cambridge Investment Research Inc | BROKER DEALER | $0 | $11,471 |
| John Hancock | RECORDKEEPER | $64 | not reported in the loaded dataset |