J.F. Edwards Construction Co. 401(K) Profit Sharing Plan — Form 5500 plan (J.F. Edwards Construction Co.)
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, J.F. Edwards Construction Co. 401(K) Profit Sharing Plan is a benefit plan reported by J.F. Edwards Construction Co. under EIN 36-2483432 and plan number 002. The latest loaded filing year is 2023. The filing reports 227 participants and $15,373,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.F. Edwards Construction Co.
- EIN
- 36-2483432
- Plan number
- 002
- Plan type
- 2
- Location
- Geneseo, IL
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $15,373,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241014171318NAL0015347395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,373,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,373,570
- Net assets (BOY)
- $12,700,713
Income & contributions
- Employer contributions
- $979,618
- Participant contributions
- $1,090,437
- Total contributions
- $2,070,055
- Total income / additions
- $4,241,613
Expenses & distributions
- Benefits paid
- $1,491,782
- Administrative expenses
- $76,974
- Total expenses
- $1,568,756
- Net increase / (decrease)
- $2,672,857
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Goldman Sachs Asset Management Lp | NONE | $37,747 | not reported in the loaded dataset | 2023 |
| United Capital Financial Advisers | ADVISOR | $19,007 | not reported in the loaded dataset | 2023 |
| Anderson, Lower, Whitlow, Pc | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Anderson, Lower, Whitlow, P.C. | CONSULTANT | $9,500 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $6,633 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $2,983 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J.F. Edwards Construction Co.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Geneseo, IL
- Goldman Sachs Asset Management Lp — Schedule C compensation
- United Capital Financial Advisers — Schedule C compensation
- Anderson, Lower, Whitlow, Pc — Schedule C compensation
- Anderson, Lower, Whitlow, P.C. — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation