2023 Form 5500 filing — Edgewater Technical Associates, LLC 401(K) Plan 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 20250502104542NAL0002787539001) for Edgewater Technical Associates, LLC 401(K) Plan Plan, reported by Edgewater Technical Associates, LLC under EIN 04-3773610 and plan number 001. It reports 790 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)$29.5MReported net assets$29,494,443
Participants790
Provider compensation$82.3K2 Schedule C row(s)$82,315
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250502104542NAL0002787539001
Plan sponsor
Edgewater Technical Associates, LLC
EIN
04-3773610
Plan number
001
Location
Oak Ridge, TN
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)$29.5M total assets
Net assets$29.5MLiabilities$0
Money in vs. money out
Total income / additions$11.2M
Total expenses$6.8M
Benefits paid / distributions$6.7M
Contributions
Employer$2.2M
Participant$4.8M
Full reported line items
Total assets (EOY)
$29,494,443
Total liabilities (EOY)
$0
Net assets (EOY)
$29,494,443
Employer contributions
$2,227,032
Participant contributions
$4,793,748
Total income / additions
$11,193,377
Benefits paid
$6,658,085
Administrative expenses
$82,315
Total expenses
$6,844,648
Net increase / (decrease)
$4,348,729
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $59.1K
  2. 2
    TRUST RECORDKEEPER · Direct $23.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250502104542NAL0002787539001 cover?
It is the 2023 Form 5500 filing for Edgewater Technical Associates, LLC 401(K) Plan Plan, reported by Edgewater Technical Associates, LLC (EIN 04-3773610).
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