Who sponsors the Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan?

Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan is reported as sponsored by Edward Enterprises, Inc. (EIN 99-0091324, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan?

The latest Form 5500 filing year loaded for Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan is 2023.

How many participants does Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan report?

Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan reports 80 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan?

Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan reports $7,491,282 in end-of-year plan assets in its latest loaded Form 5500 filing.

Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan — Form 5500 plan (Edward Enterprises, 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, Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan is a benefit plan reported by Edward Enterprises, Inc. under EIN 99-0091324 and plan number 002. The latest loaded filing year is 2023. The filing reports 80 participants and $7,491,282 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.5MPlan net assets, end of year$7,486,366

Participants80Covered participants reported

Assets / participant$93.6KComputed: assets ÷ participants$93,641 (computed)

Provider compensation$14.9K1 Schedule C provider row(s)$14,901

Plan sponsor: Edward Enterprises, Inc.
EIN: 99-0091324
Plan number: 002
Plan type: 2
Location: Honolulu, HI
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
80 participants · 2Sch ISch C
View filing →

Schedule I · 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)$7.5M total assets

Net assets$7.5MLiabilities$4.9K

Money in vs. money out

Total income / additions$594.6K

Total expenses$1.4M

Benefits paid / distributions$1.4M

Contributions

Employer$168.5K

Participant$148.7K

Full reported line items

Net assets

Total assets (EOY): $7,491,282
Total liabilities (EOY): $4,916
Net assets (EOY): $7,486,366
Net assets (BOY): $8,260,441

Income & contributions

Employer contributions: $168,516
Participant contributions: $148,747
Total income / additions: $594,567

Expenses & distributions

Benefits paid: $1,353,741
Administrative expenses: $14,901
Total expenses: $1,368,642
Net increase / (decrease): -$774,075

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.

Contribution share (employer vs. participant)

53%47%

Employer 53%Participant 47%

Total expenses ÷ net assets18%Computed ratio

Benefits paid ÷ total income228%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Emplower Annuity Insurance Co Am$14.9K
RECORDKEEPER · Direct $14.9K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan?: Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan is reported as sponsored by Edward Enterprises, Inc. (EIN 99-0091324, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan?: The latest Form 5500 filing year loaded for Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan is 2023.
How many participants does Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan report?: Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan reports 80 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan?: Edward Enterprises, Inc. Employee Stock Ownership And 401(K) Plan reports $7,491,282 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.