Fourth Edition Inc. Pension Plan — Form 5500 plan (Fourth Edition Inc.)
Plain-English plan 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, Fourth Edition Inc. Pension Plan is a benefit plan reported by Fourth Edition Inc. under EIN 22-1734198 and plan number 001. The latest loaded filing year is 2023. The filing reports 622 participants and $44,177,689 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fourth Edition Inc.
- EIN
- 22-1734198
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 622
- End-of-year plan assets
- $44,177,689
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 622 | H, C | 20241010124808NAL0040064946001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,177,689
- Total liabilities (EOY)
- $30,246
- Net assets (EOY)
- $44,147,443
- Net assets (BOY)
- $42,077,722
Income & contributions
- Employer contributions
- $3,920,272
- Total contributions
- $3,920,272
- Total income / additions
- $8,428,407
Expenses & distributions
- Benefits paid
- $5,531,782
- Administrative expenses
- $826,904
- Total expenses
- $6,358,686
- Net increase / (decrease)
- $2,069,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement | RETAINED BY EMPLOYER | $181,268 | $0 | 2023 |
| Captrust Financial Advisors LLC | RETAINED BY EMPLOYER | $87,418 | not reported in the loaded dataset | 2023 |
| Slc Management | RETAINED BY EMPLOYER | $39,058 | not reported in the loaded dataset | 2023 |
| Rosenberg Rich Baker Berman, P.A. | RETAINED BY EMPLOYER | $26,000 | not reported in the loaded dataset | 2023 |
| Ballard Spahr | RETAINED BY EMPLOYER | $15,204 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | RETAINED BY EMPLOYER | $10,366 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fourth Edition Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Englewood Cliffs, NJ
- John Hancock Retirement — Schedule C compensation
- Captrust Financial Advisors LLC — Schedule C compensation
- Slc Management — Schedule C compensation
- Rosenberg Rich Baker Berman, P.A. — Schedule C compensation
- Ballard Spahr — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation