2023 Form 5500 filing — Educational Data Systems, Inc. 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 20250811080012NAL0020212018001) for Educational Data Systems, Inc. 401(K) Plan, reported by Educational Data Systems, Inc. under EIN 38-2272565 and plan number 001. It reports 1,026 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)$27.3MReported net assets$27,339,851
Participants1K1,026
Provider compensation$99K2 Schedule C row(s)$99,035
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250811080012NAL0020212018001
Plan sponsor
Educational Data Systems, Inc.
EIN
38-2272565
Plan number
001
Location
Dearborn, MI
Received date
not reported in the loaded dataset
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)$27.3M total assets
Net assets$27.3MLiabilities$0
Money in vs. money out
Total income / additions$6.5M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$460.4K
Participant$2.8M
Full reported line items
Total assets (EOY)
$27,339,851
Total liabilities (EOY)
$0
Net assets (EOY)
$27,339,851
Employer contributions
$460,378
Participant contributions
$2,776,623
Total income / additions
$6,527,511
Benefits paid
$2,435,829
Administrative expenses
$99,018
Total expenses
$2,534,847
Net increase / (decrease)
$3,992,664

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
T Rowe Price Rps IncNONE$64,035$0
Resource Investment Advisors, Inc.NONE$35,000not reported in the loaded dataset

Related Form 5500 pages