Edgewater Automation 401(K) Plan — Form 5500 plan (Edgewater Automation, LLC)

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, Edgewater Automation 401(K) Plan is a benefit plan reported by Edgewater Automation, LLC under EIN 38-3575198 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $10,299,141 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edgewater Automation, LLC
EIN
38-3575198
Plan number
001
Plan type
2
Location
St. Joseph, MI
Latest filing year
2023
Participants
183
End-of-year plan assets
$10,299,141

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023183H, C20241014080853NAL0026794545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,299,141
Total liabilities (EOY)
$0
Net assets (EOY)
$10,299,141
Net assets (BOY)
$5,364,518

Income & contributions

Employer contributions
$454,679
Participant contributions
$1,386,903
Total contributions
$2,475,948
Total income / additions
$3,729,992

Expenses & distributions

Benefits paid
$661,691
Administrative expenses
$33,785
Total expenses
$695,476
Net increase / (decrease)
$3,034,516

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$17,994$02023
Edward D. Jones & Co.RIA$13,252not reported in the loaded dataset2023

Related Form 5500 pages