Price Edwards & Company Savings & Retirement Plan — Form 5500 plan (Price Edwards & Company)
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, Price Edwards & Company Savings & Retirement Plan is a benefit plan reported by Price Edwards & Company under EIN 73-1322410 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $13,990,428 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14MPlan net assets, end of year$13,990,428
Participants248Covered participants reported
Assets / participant$56.4KComputed: assets ÷ participants$56,413 (computed)
Provider compensation$64.6K2 Schedule C provider row(s)$64,576
- Plan sponsor
- Price Edwards & Company
- EIN
- 73-1322410
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20240918063329NAL0007137776001 |
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)$14M total assets
Net assets$14MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,990,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,990,428
- Net assets (BOY)
- $13,193,888
Income & contributions
- Employer contributions
- $282,422
- Participant contributions
- $560,489
- Total contributions
- $845,477
- Total income / additions
- $2,702,571
Expenses & distributions
- Benefits paid
- $1,855,236
- Administrative expenses
- $64,576
- Total expenses
- $1,919,812
- Net increase / (decrease)
- $782,759
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.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income69%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $41,009 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Managment Corp | INVESTMENT MGMT | $23,567 | not reported in the loaded dataset | 2023 |