401k Plan data: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN plan

DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN
Plan identification number	002

DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

DANIEL J. EDELMAN HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: DANIEL J. EDELMAN HOLDINGS, INC.

Employer identification number (EIN): 800830746

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 L ROSENZWEIG FOR LAURA PIETRASZEK
002 2016-01-01 LAURA PIETRASZEK LAURA PIETRASZEK 2017-10-11
002 2015-01-01 LAURA PIETRASZEK LAURA PIETRASZEK 2016-10-12
002 2014-01-01 LAURA PIETRASZEK LAURA PIETRASZEK 2015-10-13
002 2013-01-01 LAURA PIETRASZEK
002 2012-01-01 LAURA PIETRASZEK LAURA PIETRASZEK 2013-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	L ROSENZWEIG FOR LAURA PIETRASZEK
002	2016-01-01	LAURA PIETRASZEK	LAURA PIETRASZEK	2017-10-11
002	2015-01-01	LAURA PIETRASZEK	LAURA PIETRASZEK	2016-10-12
002	2014-01-01	LAURA PIETRASZEK	LAURA PIETRASZEK	2015-10-13
002	2013-01-01	LAURA PIETRASZEK
002	2012-01-01	LAURA PIETRASZEK	LAURA PIETRASZEK	2013-10-11

Plan Statistics for DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN

Measure Date Value
2022: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5,227
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3,537
Number of retired or separated participants receiving benefits 2022-01-01 11
Number of other retired or separated participants entitled to future benefits 2022-01-01 2,382
Total of all active and inactive participants 2022-01-01 5,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 5,934
Number of participants with account balances 2022-01-01 5,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 326
2021: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4,635
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3,068
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 2,144
Total of all active and inactive participants 2021-01-01 5,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 5,227
Number of participants with account balances 2021-01-01 5,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 283
2020: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4,648
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,621
Number of retired or separated participants receiving benefits 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,999
Total of all active and inactive participants 2020-01-01 4,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 5
Total participants 2020-01-01 4,635
Number of participants with account balances 2020-01-01 4,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 218
2019: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4,518
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,762
Number of retired or separated participants receiving benefits 2019-01-01 12
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,871
Total of all active and inactive participants 2019-01-01 4,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 4,648
Number of participants with account balances 2019-01-01 4,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 297
2018: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4,286
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,790
Number of retired or separated participants receiving benefits 2018-01-01 12
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,713
Total of all active and inactive participants 2018-01-01 4,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 4,518
Number of participants with account balances 2018-01-01 4,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 293
2017: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4,172
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,766
Number of retired or separated participants receiving benefits 2017-01-01 10
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,506
Total of all active and inactive participants 2017-01-01 4,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 4
Total participants 2017-01-01 4,286
Number of participants with account balances 2017-01-01 4,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 283
2016: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4,014
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,793
Number of retired or separated participants receiving benefits 2016-01-01 10
Number of other retired or separated participants entitled to future benefits 2016-01-01 1,364
Total of all active and inactive participants 2016-01-01 4,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 5
Total participants 2016-01-01 4,172
Number of participants with account balances 2016-01-01 4,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 277
2015: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3,666
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,749
Number of retired or separated participants receiving benefits 2015-01-01 8
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,254
Total of all active and inactive participants 2015-01-01 4,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 4,014
Number of participants with account balances 2015-01-01 3,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 297
2014: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3,705
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,588
Number of retired or separated participants receiving benefits 2014-01-01 7
Number of other retired or separated participants entitled to future benefits 2014-01-01 1,069
Total of all active and inactive participants 2014-01-01 3,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 3,666
Number of participants with account balances 2014-01-01 3,644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 196
2013: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,575
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,532
Number of retired or separated participants receiving benefits 2013-01-01 7
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,165
Total of all active and inactive participants 2013-01-01 3,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 3,705
Number of participants with account balances 2013-01-01 3,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 152
2012: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,938
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,413
Number of retired or separated participants receiving benefits 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,154
Total of all active and inactive participants 2012-01-01 3,575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3,575
Number of participants with account balances 2012-01-01 3,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 136

Measure	Date	Value
2022: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5,227
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3,537
Number of retired or separated participants receiving benefits	2022-01-01	11
Number of other retired or separated participants entitled to future benefits	2022-01-01	2,382
Total of all active and inactive participants	2022-01-01	5,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	5,934
Number of participants with account balances	2022-01-01	5,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	326
2021: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4,635
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3,068
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	2,144
Total of all active and inactive participants	2021-01-01	5,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	5,227
Number of participants with account balances	2021-01-01	5,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	283
2020: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4,648
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,621
Number of retired or separated participants receiving benefits	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,999
Total of all active and inactive participants	2020-01-01	4,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	5
Total participants	2020-01-01	4,635
Number of participants with account balances	2020-01-01	4,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	218
2019: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4,518
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,762
Number of retired or separated participants receiving benefits	2019-01-01	12
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,871
Total of all active and inactive participants	2019-01-01	4,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	4,648
Number of participants with account balances	2019-01-01	4,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	297
2018: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4,286
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,790
Number of retired or separated participants receiving benefits	2018-01-01	12
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,713
Total of all active and inactive participants	2018-01-01	4,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	4,518
Number of participants with account balances	2018-01-01	4,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	293
2017: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4,172
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,766
Number of retired or separated participants receiving benefits	2017-01-01	10
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,506
Total of all active and inactive participants	2017-01-01	4,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	4
Total participants	2017-01-01	4,286
Number of participants with account balances	2017-01-01	4,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	283
2016: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4,014
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,793
Number of retired or separated participants receiving benefits	2016-01-01	10
Number of other retired or separated participants entitled to future benefits	2016-01-01	1,364
Total of all active and inactive participants	2016-01-01	4,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	5
Total participants	2016-01-01	4,172
Number of participants with account balances	2016-01-01	4,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	277
2015: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,666
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,749
Number of retired or separated participants receiving benefits	2015-01-01	8
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,254
Total of all active and inactive participants	2015-01-01	4,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	4,014
Number of participants with account balances	2015-01-01	3,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	297
2014: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,705
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,588
Number of retired or separated participants receiving benefits	2014-01-01	7
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,069
Total of all active and inactive participants	2014-01-01	3,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	3,666
Number of participants with account balances	2014-01-01	3,644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	196
2013: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,575
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,532
Number of retired or separated participants receiving benefits	2013-01-01	7
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,165
Total of all active and inactive participants	2013-01-01	3,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	3,705
Number of participants with account balances	2013-01-01	3,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	152
2012: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,938
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,413
Number of retired or separated participants receiving benefits	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,154
Total of all active and inactive participants	2012-01-01	3,575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3,575
Number of participants with account balances	2012-01-01	3,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	136

Financial Data on DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2022 : DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-27,285,174
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$31,129,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$30,654,282
Value of total corrective distributions	2022-12-31	$488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$47,849,986
Value of total assets at end of year	2022-12-31	$389,659,929
Value of total assets at beginning of year	2022-12-31	$448,074,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$474,405
Total interest from all sources	2022-12-31	$138,219
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6,151,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$6,151,887
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$33,132,792
Participant contributions at end of year	2022-12-31	$3,050,112
Participant contributions at beginning of year	2022-12-31	$3,114,560
Participant contributions at end of year	2022-12-31	$1,111,628
Participant contributions at beginning of year	2022-12-31	$954,404
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,820,148
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$15,277
Other income not declared elsewhere	2022-12-31	$36,913
Administrative expenses (other) incurred	2022-12-31	$474,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-58,414,349
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$389,659,929
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$448,074,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$163,113,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$427,932,363
Interest on participant loans	2022-12-31	$138,219
Value of interest in common/collective trusts at end of year	2022-12-31	$222,076,438
Value of interest in common/collective trusts at beginning of year	2022-12-31	$15,837,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-54,630,832
Net investment gain or loss from common/collective trusts	2022-12-31	$-26,831,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$8,897,046
Employer contributions (assets) at end of year	2022-12-31	$308,658
Employer contributions (assets) at beginning of year	2022-12-31	$235,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$30,639,005
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CROWE LLP
Accountancy firm EIN	2022-12-31	350921680
2021 : DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$98,892,923
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$40,466,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$39,919,943
Value of total corrective distributions	2021-12-31	$21,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$38,078,512
Value of total assets at end of year	2021-12-31	$448,074,278
Value of total assets at beginning of year	2021-12-31	$389,647,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$524,648
Total interest from all sources	2021-12-31	$146,848
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$14,389,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$14,389,173
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$26,524,723
Participant contributions at end of year	2021-12-31	$3,114,560
Participant contributions at beginning of year	2021-12-31	$3,295,394
Participant contributions at end of year	2021-12-31	$954,404
Participant contributions at beginning of year	2021-12-31	$789,570
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,024,486
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$33,567
Other income not declared elsewhere	2021-12-31	$81,311
Administrative expenses (other) incurred	2021-12-31	$524,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$58,426,754
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$448,074,278
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$389,647,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$427,932,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$366,483,679
Interest on participant loans	2021-12-31	$146,848
Value of interest in common/collective trusts at end of year	2021-12-31	$15,837,064
Value of interest in common/collective trusts at beginning of year	2021-12-31	$18,833,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$45,945,048
Net investment gain or loss from common/collective trusts	2021-12-31	$252,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$7,529,303
Employer contributions (assets) at end of year	2021-12-31	$235,887
Employer contributions (assets) at beginning of year	2021-12-31	$245,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$39,886,376
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CROWE LLP
Accountancy firm EIN	2021-12-31	350921680
2020 : DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$84,782,990
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$24,062,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$23,559,368
Value of total corrective distributions	2020-12-31	$12,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$32,025,118
Value of total assets at end of year	2020-12-31	$389,647,524
Value of total assets at beginning of year	2020-12-31	$328,927,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$491,069
Total interest from all sources	2020-12-31	$148,443
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$8,789,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$8,789,202
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$23,188,861
Participant contributions at end of year	2020-12-31	$3,295,394
Participant contributions at beginning of year	2020-12-31	$2,926,465
Participant contributions at end of year	2020-12-31	$789,570
Participant contributions at beginning of year	2020-12-31	$748,478
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,780,697
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$37,803
Other income not declared elsewhere	2020-12-31	$322,075
Administrative expenses (other) incurred	2020-12-31	$491,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$60,720,524
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$389,647,524
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$328,927,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$366,483,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$309,836,095
Interest on participant loans	2020-12-31	$148,443
Value of interest in common/collective trusts at end of year	2020-12-31	$18,833,759
Value of interest in common/collective trusts at beginning of year	2020-12-31	$15,187,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$43,087,712
Net investment gain or loss from common/collective trusts	2020-12-31	$410,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$7,055,560
Employer contributions (assets) at end of year	2020-12-31	$245,122
Employer contributions (assets) at beginning of year	2020-12-31	$228,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$23,521,565
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CROWE LLP
Accountancy firm EIN	2020-12-31	350921680
2019 : DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$93,600,799
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$23,154,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$22,621,066
Value of total corrective distributions	2019-12-31	$18,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$32,686,367
Value of total assets at end of year	2019-12-31	$328,927,000
Value of total assets at beginning of year	2019-12-31	$258,481,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$515,723
Total interest from all sources	2019-12-31	$153,114
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$8,423,057
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$8,423,057
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$22,107,805
Participant contributions at end of year	2019-12-31	$2,926,465
Participant contributions at beginning of year	2019-12-31	$2,676,251
Participant contributions at end of year	2019-12-31	$748,478
Participant contributions at beginning of year	2019-12-31	$706,318
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,557,308
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$186,244
Other income not declared elsewhere	2019-12-31	$72,820
Administrative expenses (other) incurred	2019-12-31	$515,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$70,445,928
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$328,927,000
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$258,481,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$309,836,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$239,705,082
Interest on participant loans	2019-12-31	$153,114
Value of interest in common/collective trusts at end of year	2019-12-31	$15,187,539
Value of interest in common/collective trusts at beginning of year	2019-12-31	$15,175,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$51,897,505
Net investment gain or loss from common/collective trusts	2019-12-31	$367,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$7,021,254
Employer contributions (assets) at end of year	2019-12-31	$228,423
Employer contributions (assets) at beginning of year	2019-12-31	$217,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$22,434,822
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CROWE LLP
Accountancy firm EIN	2019-12-31	350921680
2018 : DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$14,748,625
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$25,028,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$24,551,910
Value of total corrective distributions	2018-12-31	$1,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$30,432,841
Value of total assets at end of year	2018-12-31	$258,481,072
Value of total assets at beginning of year	2018-12-31	$268,761,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$475,581
Total interest from all sources	2018-12-31	$123,574
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$8,450,718
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$8,450,718
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$21,054,432
Participant contributions at end of year	2018-12-31	$2,676,251
Participant contributions at beginning of year	2018-12-31	$2,719,556
Participant contributions at end of year	2018-12-31	$706,318
Participant contributions at beginning of year	2018-12-31	$631,505
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,061,853
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$11,740
Other income not declared elsewhere	2018-12-31	$367,158
Administrative expenses (other) incurred	2018-12-31	$475,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-10,280,360
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$258,481,072
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$268,761,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$239,705,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$248,493,847
Interest on participant loans	2018-12-31	$123,574
Value of interest in common/collective trusts at end of year	2018-12-31	$15,175,626
Value of interest in common/collective trusts at beginning of year	2018-12-31	$16,707,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-24,972,491
Net investment gain or loss from common/collective trusts	2018-12-31	$346,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$6,316,556
Employer contributions (assets) at end of year	2018-12-31	$217,795
Employer contributions (assets) at beginning of year	2018-12-31	$208,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$24,540,170
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CROWE LLP
Accountancy firm EIN	2018-12-31	350921680
2017 : DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$70,433,771
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$20,185,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$19,978,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$29,582,099
Value of total assets at end of year	2017-12-31	$268,761,432
Value of total assets at beginning of year	2017-12-31	$218,513,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$207,346
Total interest from all sources	2017-12-31	$108,642
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$5,666,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$5,666,031
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$19,578,019
Participant contributions at end of year	2017-12-31	$2,719,556
Participant contributions at beginning of year	2017-12-31	$2,485,668
Participant contributions at end of year	2017-12-31	$631,505
Participant contributions at beginning of year	2017-12-31	$608,196
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,407,703
Administrative expenses (other) incurred	2017-12-31	$207,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$50,247,818
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$268,761,432
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$218,513,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$248,493,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$200,176,542
Interest on participant loans	2017-12-31	$108,642
Value of interest in common/collective trusts at end of year	2017-12-31	$16,707,559
Value of interest in common/collective trusts at beginning of year	2017-12-31	$15,034,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$34,806,823
Net investment gain or loss from common/collective trusts	2017-12-31	$270,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$6,596,377
Employer contributions (assets) at end of year	2017-12-31	$208,965
Employer contributions (assets) at beginning of year	2017-12-31	$208,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$19,978,607
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CROWE LLP
Accountancy firm EIN	2017-12-31	350921680
2016 : DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$43,479,262
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$19,295,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$19,077,074
Value of total corrective distributions	2016-12-31	$2,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$26,520,416
Value of total assets at end of year	2016-12-31	$218,513,614
Value of total assets at beginning of year	2016-12-31	$194,329,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$215,937
Total interest from all sources	2016-12-31	$98,663
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$4,883,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$4,883,612
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$18,429,177
Participant contributions at end of year	2016-12-31	$2,485,668
Participant contributions at beginning of year	2016-12-31	$2,410,681
Participant contributions at end of year	2016-12-31	$608,196
Participant contributions at beginning of year	2016-12-31	$539,438
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,974,235
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$3,588
Other income not declared elsewhere	2016-12-31	$43,518
Administrative expenses (other) incurred	2016-12-31	$215,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$24,183,615
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$218,513,614
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$194,329,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$200,176,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$176,882,117
Interest on participant loans	2016-12-31	$98,663
Value of interest in common/collective trusts at end of year	2016-12-31	$15,034,563
Value of interest in common/collective trusts at beginning of year	2016-12-31	$14,317,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$11,668,207
Net investment gain or loss from common/collective trusts	2016-12-31	$264,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$6,117,004
Employer contributions (assets) at end of year	2016-12-31	$208,645
Employer contributions (assets) at beginning of year	2016-12-31	$179,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$19,073,486
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CROW HORWATH LLP
Accountancy firm EIN	2016-12-31	350921680
2015 : DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$24,873,144
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$16,498,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$16,292,591
Value of total corrective distributions	2015-12-31	$12,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$25,500,627
Value of total assets at end of year	2015-12-31	$194,329,999
Value of total assets at beginning of year	2015-12-31	$185,955,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$193,429
Total interest from all sources	2015-12-31	$95,437
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$5,535,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$5,535,713
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$17,308,018
Participant contributions at end of year	2015-12-31	$2,410,681
Participant contributions at beginning of year	2015-12-31	$2,371,476
Participant contributions at end of year	2015-12-31	$539,438
Participant contributions at beginning of year	2015-12-31	$492,400
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,378,303
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$35,747
Other income not declared elsewhere	2015-12-31	$77,877
Administrative expenses (other) incurred	2015-12-31	$193,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$8,374,861
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$194,329,999
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$185,955,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$176,882,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$168,150,918
Interest on participant loans	2015-12-31	$95,437
Value of interest in common/collective trusts at end of year	2015-12-31	$14,317,819
Value of interest in common/collective trusts at beginning of year	2015-12-31	$14,773,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-6,612,907
Net investment gain or loss from common/collective trusts	2015-12-31	$276,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$5,814,306
Employer contributions (assets) at end of year	2015-12-31	$179,944
Employer contributions (assets) at beginning of year	2015-12-31	$166,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$16,256,844
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CROW HORWATH LLP
Accountancy firm EIN	2015-12-31	350921680
2014 : DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$37,546,375
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$18,312,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$18,179,194
Value of total corrective distributions	2014-12-31	$3,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$23,683,216
Value of total assets at end of year	2014-12-31	$185,955,138
Value of total assets at beginning of year	2014-12-31	$166,721,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$129,447
Total interest from all sources	2014-12-31	$95,440
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$4,519,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$4,519,224
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$15,557,580
Participant contributions at end of year	2014-12-31	$2,371,476
Participant contributions at beginning of year	2014-12-31	$2,488,969
Participant contributions at end of year	2014-12-31	$492,400
Participant contributions at beginning of year	2014-12-31	$424,859
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,978,402
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$224
Other income not declared elsewhere	2014-12-31	$63,261
Administrative expenses (other) incurred	2014-12-31	$129,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$19,233,798
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$185,955,138
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$166,721,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$168,150,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$148,111,446
Interest on participant loans	2014-12-31	$95,440
Value of interest in common/collective trusts at end of year	2014-12-31	$14,773,421
Value of interest in common/collective trusts at beginning of year	2014-12-31	$15,557,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$8,914,760
Net investment gain or loss from common/collective trusts	2014-12-31	$270,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$5,147,234
Employer contributions (assets) at end of year	2014-12-31	$166,923
Employer contributions (assets) at beginning of year	2014-12-31	$138,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$18,178,970
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CROW HORWATH LLP
Accountancy firm EIN	2014-12-31	350921680
2013 : DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$48,924,851
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$13,793,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$13,574,035
Value of total corrective distributions	2013-12-31	$3,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$20,791,306
Value of total assets at end of year	2013-12-31	$166,721,340
Value of total assets at beginning of year	2013-12-31	$131,589,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$215,892
Total interest from all sources	2013-12-31	$94,289
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,246,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$3,246,886
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$14,185,345
Participant contributions at end of year	2013-12-31	$2,488,969
Participant contributions at beginning of year	2013-12-31	$2,153,221
Participant contributions at end of year	2013-12-31	$424,859
Participant contributions at beginning of year	2013-12-31	$374,111
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,815,858
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$32,685
Other income not declared elsewhere	2013-12-31	$43,631
Administrative expenses (other) incurred	2013-12-31	$215,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$35,131,786
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$166,721,340
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$131,589,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$148,111,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$112,496,446
Interest on participant loans	2013-12-31	$94,289
Value of interest in common/collective trusts at end of year	2013-12-31	$15,557,968
Value of interest in common/collective trusts at beginning of year	2013-12-31	$16,436,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$24,474,944
Net investment gain or loss from common/collective trusts	2013-12-31	$273,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$4,790,103
Employer contributions (assets) at end of year	2013-12-31	$138,098
Employer contributions (assets) at beginning of year	2013-12-31	$129,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$13,541,350
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2013-12-31	350921680
2012 : DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$32,194,535
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$11,193,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$11,031,815
Value of total corrective distributions	2012-12-31	$5,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$18,293,277
Value of total assets at end of year	2012-12-31	$131,589,554
Value of total assets at beginning of year	2012-12-31	$110,588,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$156,205
Total interest from all sources	2012-12-31	$71,128
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,629,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,629,610
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$12,738,643
Participant contributions at end of year	2012-12-31	$2,153,221
Participant contributions at beginning of year	2012-12-31	$1,666,081
Participant contributions at end of year	2012-12-31	$374,111
Participant contributions at beginning of year	2012-12-31	$335,807
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,205,089
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$1,747
Other income not declared elsewhere	2012-12-31	$4,496
Administrative expenses (other) incurred	2012-12-31	$156,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$21,000,934
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$131,589,554
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$110,588,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$112,496,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$93,155,520
Interest on participant loans	2012-12-31	$71,128
Value of interest in common/collective trusts at end of year	2012-12-31	$16,436,186
Value of interest in common/collective trusts at beginning of year	2012-12-31	$15,314,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$10,817,209
Net investment gain or loss from common/collective trusts	2012-12-31	$378,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$4,349,545
Employer contributions (assets) at end of year	2012-12-31	$129,590
Employer contributions (assets) at beginning of year	2012-12-31	$116,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$11,030,068
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2012-12-31	350921680

Form 5500 Responses for DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN

2022: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	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: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING 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
2020: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 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: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 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: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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
2015: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DANIEL J. EDELMAN HOLDINGS, INC.
Employer identification number (EIN):	800830746
NAIC Classification:	541800