401k Plan data: THE EDWARDS GROUP plan

THE EDWARDS GROUP 401k Plan overview

Plan Name	THE EDWARDS GROUP
Plan identification number	001

THE EDWARDS GROUP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE EDWARDS GROUP has sponsored the creation of one or more 401k plans.

Company Name: THE EDWARDS GROUP

Employer identification number (EIN): 208124929

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EDWARDS GROUP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 JAMES T. CLAY 2020-12-28

Plan Statistics for THE EDWARDS GROUP

401k plan membership statisitcs for THE EDWARDS GROUP

Measure Date Value
2022: THE EDWARDS GROUP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Total of all active and inactive participants 2022-01-01 5
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
2021: THE EDWARDS GROUP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Total of all active and inactive participants 2021-01-01 5
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 0
2020: THE EDWARDS GROUP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Total of all active and inactive participants 2020-01-01 5
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 0
2019: THE EDWARDS GROUP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Total of all active and inactive participants 2019-01-01 5
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
2018: THE EDWARDS GROUP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
2017: THE EDWARDS GROUP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Total of all active and inactive participants 2017-01-01 4
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
2016: THE EDWARDS GROUP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4

Measure	Date	Value
2022: THE EDWARDS GROUP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Total of all active and inactive participants	2022-01-01	5
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
2021: THE EDWARDS GROUP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Total of all active and inactive participants	2021-01-01	5
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	0
2020: THE EDWARDS GROUP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Total of all active and inactive participants	2020-01-01	5
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	0
2019: THE EDWARDS GROUP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Total of all active and inactive participants	2019-01-01	5
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
2018: THE EDWARDS GROUP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
2017: THE EDWARDS GROUP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Total of all active and inactive participants	2017-01-01	4
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
2016: THE EDWARDS GROUP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4

Financial Data on THE EDWARDS GROUP

Measure	Date	Value
2022 : THE EDWARDS GROUP 2022 401k financial data
Total income from all sources	2022-12-31	$-276,989
Total plan assets at end of year	2022-12-31	$1,392,991
Total plan assets at beginning of year	2022-12-31	$1,669,980
Total contributions received or receivable from participants	2022-12-31	$52,000
Other income received	2022-12-31	$-429,989
Net income (gross income less expenses)	2022-12-31	$-276,989
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,392,991
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,669,980
Total contributions received or receivable from employer(s)	2022-12-31	$101,000
2021 : THE EDWARDS GROUP 2021 401k financial data
Total income from all sources	2021-12-31	$397,605
Total plan assets at end of year	2021-12-31	$1,669,980
Total plan assets at beginning of year	2021-12-31	$1,272,375
Total contributions received or receivable from participants	2021-12-31	$52,000
Other income received	2021-12-31	$252,605
Net income (gross income less expenses)	2021-12-31	$397,605
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,669,980
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,272,375
Total contributions received or receivable from employer(s)	2021-12-31	$93,000
2020 : THE EDWARDS GROUP 2020 401k financial data
Total income from all sources	2020-12-31	$251,629
Total plan assets at end of year	2020-12-31	$1,272,375
Total plan assets at beginning of year	2020-12-31	$1,020,746
Total contributions received or receivable from participants	2020-12-31	$52,000
Other income received	2020-12-31	$100,629
Net income (gross income less expenses)	2020-12-31	$251,629
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,272,375
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,020,746
Total contributions received or receivable from employer(s)	2020-12-31	$99,000
2019 : THE EDWARDS GROUP 2019 401k financial data
Total income from all sources	2019-12-31	$491,826
Total plan assets at end of year	2019-12-31	$1,020,746
Total plan assets at beginning of year	2019-12-31	$528,920
Total contributions received or receivable from participants	2019-12-31	$48,000
Other income received	2019-12-31	$361,826
Net income (gross income less expenses)	2019-12-31	$491,826
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,020,746
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$528,920
Total contributions received or receivable from employer(s)	2019-12-31	$82,000
2018 : THE EDWARDS GROUP 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total income from all sources	2018-12-31	$71,256
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$528,920
Total plan assets at beginning of year	2018-12-31	$457,664
Total contributions received or receivable from participants	2018-12-31	$48,000
Other income received	2018-12-31	$-52,744
Net income (gross income less expenses)	2018-12-31	$71,256
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$528,920
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$457,664
Total contributions received or receivable from employer(s)	2018-12-31	$76,000
2017 : THE EDWARDS GROUP 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$153,944
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$457,664
Total plan assets at beginning of year	2017-12-31	$303,720
Total contributions received or receivable from participants	2017-12-31	$48,000
Other income received	2017-12-31	$29,944
Net income (gross income less expenses)	2017-12-31	$153,944
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$457,664
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$303,720
Total contributions received or receivable from employer(s)	2017-12-31	$76,000

Form 5500 Responses for THE EDWARDS GROUP

2022: THE EDWARDS GROUP 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE EDWARDS GROUP 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE EDWARDS GROUP 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE EDWARDS GROUP 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE EDWARDS GROUP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE EDWARDS GROUP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE EDWARDS GROUP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE EDWARDS GROUP
Employer identification number (EIN):	208124929
NAIC Classification:	236110