2023 Form 5500 filing — Edwards Business Systems Section 125 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 20250214131651NAL0024738289001) for Edwards Business Systems Section 125 Plan, reported by Edwards Business Machines, Inc. under EIN 23-1672672 and plan number 501. It reports 103 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214131651NAL0024738289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edwards Business Machines, Inc.
- EIN
- 23-1672672
- Plan number
- 501
- Location
- West Reading, PA
- Participants
- 103
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,001
- Total liabilities (EOY)
- $128,461
- Net assets (EOY)
- -$57,460
- Employer contributions
- $947,711
- Participant contributions
- $402,450
- Total income / additions
- $1,360,052
- Benefits paid
- $1,338,440
- Administrative expenses
- $531,135
- Total expenses
- $1,869,575
- Net increase / (decrease)
- -$509,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Bluecross | ADMIN | $48,977 | not reported in the loaded dataset |
| Harding-Yost Insurance Assoc. | BROKER | $27,214 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $18,905 | not reported in the loaded dataset |
| Connectcare 3 | PATIENT ADVOCATE | $6,561 | not reported in the loaded dataset |