A.C. EDWARDS, INC. DBA EDWARDS AND COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EDWARDS AND COMPANY RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2022: EDWARDS AND COMPANY RETIREMENT SAVINGS PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
| Total of all active and inactive participants | 2022-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 48 |
| Number of participants with account balances | 2022-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
| 2021: EDWARDS AND COMPANY RETIREMENT SAVINGS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 43 |
| Number of participants with account balances | 2021-01-01 | 40 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : EDWARDS AND COMPANY RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-513,839 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $699,771 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $696,373 |
| Total plan assets at end of year | 2022-12-31 | $5,049,186 |
| Total plan assets at beginning of year | 2022-12-31 | $6,262,796 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $457,173 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-1,087,301 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,213,610 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,049,186 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,262,796 |
| Assets. Value of participant loans | 2022-12-31 | $31,484 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $116,289 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,398 |
| 2021 : EDWARDS AND COMPANY RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,020,496 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $71,638 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $65,911 |
| Total plan assets at end of year | 2021-12-31 | $6,262,796 |
| Total plan assets at beginning of year | 2021-12-31 | $5,313,938 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $472,080 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $36,782 |
| Other income received | 2021-12-31 | $391,963 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $948,858 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,262,796 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,313,938 |
| Assets. Value of participant loans | 2021-12-31 | $48,195 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $119,671 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $5,727 |
| 2022: EDWARDS AND COMPANY RETIREMENT SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EDWARDS AND COMPANY RETIREMENT SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
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