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THE EDWARDS GROUP 401k Plan overview

Plan NameTHE EDWARDS GROUP
Plan identification number 001

THE EDWARDS GROUP Benefits

401k Plan TypeDefined 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 SignedName of Company SponsorDate Sponsor Signed
0012024-01-01EDWARD R WILKERSON, JR
0012023-01-01
0012023-01-01JAMES T. CLAY CPA
0012022-01-01
0012022-01-01JAMES T. CLAY CPA
0012021-01-01
0012021-01-01JAMES T. CLAY CPA
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01 JAMES T. CLAY2020-12-28

Financial Data on THE EDWARDS GROUP

Measure Date Value
2023 : THE EDWARDS GROUP 2023 401k financial data
Total income from all sources2023-12-31$324,281
Total plan assets at end of year2023-12-31$1,717,272
Total plan assets at beginning of year2023-12-31$1,392,991
Total contributions received or receivable from participants2023-12-31$60,000
Other income received2023-12-31$155,281
Net income (gross income less expenses)2023-12-31$324,281
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,717,272
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,392,991
Total contributions received or receivable from employer(s)2023-12-31$109,000
2022 : THE EDWARDS GROUP 2022 401k financial data
Total income from all sources2022-12-31$-276,989
Total plan assets at end of year2022-12-31$1,392,991
Total plan assets at beginning of year2022-12-31$1,669,980
Total contributions received or receivable from participants2022-12-31$52,000
Other income received2022-12-31$-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 sources2021-12-31$397,605
Total plan assets at end of year2021-12-31$1,669,980
Total plan assets at beginning of year2021-12-31$1,272,375
Total contributions received or receivable from participants2021-12-31$52,000
Other income received2021-12-31$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 sources2020-12-31$251,629
Total plan assets at end of year2020-12-31$1,272,375
Total plan assets at beginning of year2020-12-31$1,020,746
Total contributions received or receivable from participants2020-12-31$52,000
Other income received2020-12-31$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 sources2019-12-31$491,826
Total plan assets at end of year2019-12-31$1,020,746
Total plan assets at beginning of year2019-12-31$528,920
Total contributions received or receivable from participants2019-12-31$48,000
Other income received2019-12-31$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 plan2018-12-31$0
Total income from all sources2018-12-31$71,256
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$528,920
Total plan assets at beginning of year2018-12-31$457,664
Total contributions received or receivable from participants2018-12-31$48,000
Other income received2018-12-31$-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 year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$153,944
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$457,664
Total plan assets at beginning of year2017-12-31$303,720
Total contributions received or receivable from participants2017-12-31$48,000
Other income received2017-12-31$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

2023: THE EDWARDS GROUP 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE EDWARDS GROUP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE EDWARDS GROUP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE EDWARDS GROUP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE EDWARDS GROUP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE EDWARDS GROUP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE EDWARDS GROUP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE EDWARDS GROUP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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