Edwards Moving & Rigging, Inc. 401(K) Plan — Form 5500 plan (Edwards Moving & Rigging, 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, Edwards Moving & Rigging, Inc. 401(K) Plan is a benefit plan reported by Edwards Moving & Rigging, Inc. under EIN 61-1245293 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $9,192,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edwards Moving & Rigging, Inc.
- EIN
- 61-1245293
- Plan number
- 001
- Plan type
- 2
- Location
- Shelbyville, KY
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $9,192,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241015101851NAL0014388099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,192,000
- Net assets (EOY)
- $9,192,000
- Net assets (BOY)
- $7,657,577
Income & contributions
- Employer contributions
- $272,723
- Participant contributions
- $636,433
- Total contributions
- $973,116
- Total income / additions
- $2,111,907
Expenses & distributions
- Benefits paid
- $532,417
- Administrative expenses
- $45,067
- Total expenses
- $577,484
- Net increase / (decrease)
- $1,534,423
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $41,027 | $0 | 2023 |
| Kestra Investment Services LLC | BROKER | $0 | $29,834 | 2023 |
| Mcm Cpas & Advisors Llp | RECORDKEEPER | $2,400 | $0 | 2023 |
| Mesirow Financial, Inc | INVESTMENT AD VISORY - PL | $1,640 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Edwards Moving & Rigging, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Shelbyville, KY
- Transamerica Retirement Solutions — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Mcm Cpas & Advisors Llp — Schedule C compensation
- Mesirow Financial, Inc — Schedule C compensation