Retirement Savings Plan For Employees Of Edwards Garment Co. — Form 5500 plan (Edwards Garment 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, Retirement Savings Plan For Employees Of Edwards Garment Co. is a benefit plan reported by Edwards Garment Co. under EIN 38-1905652 and plan number 004. The latest loaded filing year is 2023. The filing reports 223 participants and $14,896,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edwards Garment Co.
- EIN
- 38-1905652
- Plan number
- 004
- Plan type
- 2
- Location
- Kalamazoo, MI
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $14,896,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241008091935NAL0016384369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,896,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,896,468
- Net assets (BOY)
- $14,049,112
Income & contributions
- Employer contributions
- $420,904
- Participant contributions
- $977,408
- Total contributions
- $1,490,332
- Total income / additions
- $3,481,269
Expenses & distributions
- Benefits paid
- $2,588,578
- Administrative expenses
- $43,138
- Total expenses
- $2,633,913
- Net increase / (decrease)
- $847,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morningstar Investment Management | SERVICE PROVIDER | $24,879 | not reported in the loaded dataset | 2023 |
| Fsc Agency, Inc. | BROKER DEALER | $0 | $19,254 | 2023 |
| Voya Retirement Ins & Annuity Co | SERVICE PROVIDER | $9,952 | $7,176 | 2023 |
| Map Retirement, Inc. | SERVICE PROVIDER | $0 | $7,193 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $7,176 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Edwards Garment Co.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Kalamazoo, MI
- Morningstar Investment Management — Schedule C compensation
- Fsc Agency, Inc. — Schedule C compensation
- Voya Retirement Ins & Annuity Co — Schedule C compensation
- Map Retirement, Inc. — Schedule C compensation
- Morningstar — Schedule C compensation