Educational Data Systems, Inc. 401(K) Plan — Form 5500 plan (Educational Data Systems, 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, Educational Data Systems, Inc. 401(K) Plan is a benefit plan reported by Educational Data Systems, Inc. under EIN 38-2272565 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,026 participants and $27,339,851 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27.3MPlan net assets, end of year$27,339,851
Participants1KCovered participants reported1,026
Assets / participant$26.6KComputed: assets ÷ participants$26,647 (computed)
Provider compensation$99K2 Schedule C provider row(s)$99,035
- Plan sponsor
- Educational Data Systems, Inc.
- EIN
- 38-2272565
- Plan number
- 001
- Plan type
- 2
- Location
- Dearborn, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,026 | H, C | 20250811080012NAL0020212018001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$27.3M total assets
Net assets$27.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $27,339,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,339,851
- Net assets (BOY)
- $23,347,187
Income & contributions
- Employer contributions
- $460,378
- Participant contributions
- $2,776,623
- Total contributions
- $3,245,912
- Total income / additions
- $6,527,511
Expenses & distributions
- Benefits paid
- $2,435,829
- Administrative expenses
- $99,018
- Total expenses
- $2,534,847
- Net increase / (decrease)
- $3,992,664
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
14%86%
Employer 14%Participant 86%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $64,035 | $0 | 2023 |
| Resource Investment Advisors, Inc. | NONE | $35,000 | not reported in the loaded dataset | 2023 |