401k Plan data: EDGEWOOD 403(B) PLAN plan

EDGEWOOD 403(B) PLAN 401k Plan overview

Plan Name	EDGEWOOD 403(B) PLAN
Plan identification number	002

EDGEWOOD 403(B) 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(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

EDGEWOOD CENTER FOR CHILDREN AND FAMILIES has sponsored the creation of one or more 401k plans.

Company Name: EDGEWOOD CENTER FOR CHILDREN AND FAMILIES

Employer identification number (EIN): 941186168

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about EDGEWOOD CENTER FOR CHILDREN AND FAMILIES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0090917

More information about EDGEWOOD CENTER FOR CHILDREN AND FAMILIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDGEWOOD 403(B) 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 ALICE CHAN 2020-11-18
002 2018-01-01 ANIL AWASTI 2019-10-15
002 2017-01-01 ANIL AWASTI 2019-10-21
002 2016-01-01
002 2012-01-01 RICHARD STONE RICHARD STONE 2013-10-15
002 2011-01-01 RICHARD STONE
002 2008-01-01 CHERYLE MATTEO
002 2007-01-01 SYLVIE PATRICK

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	ALICE CHAN	2020-11-18
002	2018-01-01	ANIL AWASTI	2019-10-15
002	2017-01-01	ANIL AWASTI	2019-10-21
002	2016-01-01
002	2012-01-01	RICHARD STONE		RICHARD STONE	2013-10-15
002	2011-01-01	RICHARD STONE
002	2008-01-01	CHERYLE MATTEO
002	2007-01-01	SYLVIE PATRICK

Plan Statistics for EDGEWOOD 403(B) PLAN

401k plan membership statisitcs for EDGEWOOD 403(B) PLAN

Measure Date Value
2022: EDGEWOOD 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 289
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 100
Total of all active and inactive participants 2022-01-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 389
Number of participants with account balances 2022-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: EDGEWOOD 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 436
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 358
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 68
Total of all active and inactive participants 2021-01-01 426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 426
Number of participants with account balances 2021-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: EDGEWOOD 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 385
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 359
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 71
Total of all active and inactive participants 2020-01-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 430
Number of participants with account balances 2020-01-01 430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EDGEWOOD 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 464
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 361
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 61
Total of all active and inactive participants 2019-01-01 422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 422
Number of participants with account balances 2019-01-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: EDGEWOOD 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 574
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 399
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 65
Total of all active and inactive participants 2018-01-01 464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 464
Number of participants with account balances 2018-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EDGEWOOD 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 555
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 436
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 138
Total of all active and inactive participants 2017-01-01 574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 574
Number of participants with account balances 2017-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EDGEWOOD 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 537
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 467
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 88
Total of all active and inactive participants 2016-01-01 555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 555
Number of participants with account balances 2016-01-01 360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2012: EDGEWOOD 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 119
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 133
Number of participants with account balances 2012-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: EDGEWOOD 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 105
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 119
Number of participants with account balances 2011-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2007: EDGEWOOD 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 0
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 0
Number of participants with account balances 2007-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
Number of employers contributing to the scheme 2007-01-01 0

Measure	Date	Value
2022: EDGEWOOD 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	289
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	100
Total of all active and inactive participants	2022-01-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	389
Number of participants with account balances	2022-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: EDGEWOOD 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	436
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	358
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	68
Total of all active and inactive participants	2021-01-01	426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	426
Number of participants with account balances	2021-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: EDGEWOOD 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	385
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	359
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	71
Total of all active and inactive participants	2020-01-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	430
Number of participants with account balances	2020-01-01	430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EDGEWOOD 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	464
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	361
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	61
Total of all active and inactive participants	2019-01-01	422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	422
Number of participants with account balances	2019-01-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: EDGEWOOD 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	574
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	399
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	65
Total of all active and inactive participants	2018-01-01	464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	464
Number of participants with account balances	2018-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EDGEWOOD 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	555
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	436
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	138
Total of all active and inactive participants	2017-01-01	574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	574
Number of participants with account balances	2017-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EDGEWOOD 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	537
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	467
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	88
Total of all active and inactive participants	2016-01-01	555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	555
Number of participants with account balances	2016-01-01	360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2012: EDGEWOOD 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	119
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	133
Number of participants with account balances	2012-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: EDGEWOOD 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	105
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	119
Number of participants with account balances	2011-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2007: EDGEWOOD 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	0
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	0
Number of participants with account balances	2007-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
Number of employers contributing to the scheme	2007-01-01	0

Financial Data on EDGEWOOD 403(B) PLAN

Measure	Date	Value
2022 : EDGEWOOD 403(B) 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	$395
Total income from all sources (including contributions)	2022-12-31	$-789,289
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$248,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$192,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$836,239
Value of total assets at end of year	2022-12-31	$8,711,793
Value of total assets at beginning of year	2022-12-31	$9,749,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$55,354
Total interest from all sources	2022-12-31	$2,504
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$222,853
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	$222,853
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$585,599
Participant contributions at end of year	2022-12-31	$41,000
Participant contributions at beginning of year	2022-12-31	$45,610
Participant contributions at end of year	2022-12-31	$560
Participant contributions at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$395
Total non interest bearing cash at end of year	2022-12-31	$30
Total non interest bearing cash at beginning of year	2022-12-31	$998
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	$-1,037,488
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,711,793
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,749,281
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
Investment advisory and management fees	2022-12-31	$55,354
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,670,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,701,120
Interest on participant loans	2022-12-31	$2,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,850,885
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	Yes
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	$250,640
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$1,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$192,845
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	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : EDGEWOOD 403(B) 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	$395
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	$2,028,885
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$937,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$882,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$899,452
Value of total assets at end of year	2021-12-31	$9,749,676
Value of total assets at beginning of year	2021-12-31	$8,658,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$55,516
Total interest from all sources	2021-12-31	$3,657
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$641,288
Participant contributions at end of year	2021-12-31	$45,610
Participant contributions at beginning of year	2021-12-31	$77,385
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$1,125,776
Total non interest bearing cash at end of year	2021-12-31	$998
Total non interest bearing cash at beginning of year	2021-12-31	$30
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	$1,091,241
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,749,281
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,658,040
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
Investment advisory and management fees	2021-12-31	$55,516
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,701,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,580,625
Interest on participant loans	2021-12-31	$3,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
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	Yes
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	$255,969
Employer contributions (assets) at end of year	2021-12-31	$1,948
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$882,128
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	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : EDGEWOOD 403(B) 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	$1,779,050
Total loss/gain on sale of assets	2020-12-31	$137,700
Total of all expenses incurred	2020-12-31	$946,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$901,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$794,817
Value of total assets at end of year	2020-12-31	$8,658,040
Value of total assets at beginning of year	2020-12-31	$7,825,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$44,312
Total interest from all sources	2020-12-31	$216,734
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$561,793
Participant contributions at end of year	2020-12-31	$77,385
Participant contributions at beginning of year	2020-12-31	$97,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$30
Total non interest bearing cash at beginning of year	2020-12-31	$90
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	$832,959
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,658,040
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,825,081
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
Investment advisory and management fees	2020-12-31	$44,312
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,580,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,727,343
Interest on participant loans	2020-12-31	$5,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$210,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$629,799
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	$233,024
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$901,779
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
Aggregate proceeds on sale of assets	2020-12-31	$1,688,170
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$1,550,470
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : EDGEWOOD 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
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 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	$16,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$16,211
Total income from all sources (including contributions)	2019-12-31	$2,201,974
Total income from all sources (including contributions)	2019-12-31	$2,201,974
Total loss/gain on sale of assets	2019-12-31	$49,540
Total loss/gain on sale of assets	2019-12-31	$49,540
Total of all expenses incurred	2019-12-31	$472,889
Total of all expenses incurred	2019-12-31	$472,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$424,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$424,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$870,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$870,761
Value of total assets at end of year	2019-12-31	$7,825,081
Value of total assets at end of year	2019-12-31	$7,825,081
Value of total assets at beginning of year	2019-12-31	$6,112,207
Value of total assets at beginning of year	2019-12-31	$6,112,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$48,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$48,350
Total interest from all sources	2019-12-31	$192,990
Total interest from all sources	2019-12-31	$192,990
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	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	$612,423
Participant contributions at end of year	2019-12-31	$97,648
Participant contributions at end of year	2019-12-31	$97,648
Participant contributions at beginning of year	2019-12-31	$102,783
Participant contributions at beginning of year	2019-12-31	$102,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$16,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$16,211
Total non interest bearing cash at end of year	2019-12-31	$90
Total non interest bearing cash at end of year	2019-12-31	$90
Total non interest bearing cash at beginning of year	2019-12-31	$10,194
Total non interest bearing cash at beginning of year	2019-12-31	$10,194
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	$1,729,085
Value of net income/loss	2019-12-31	$1,729,085
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,825,081
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,825,081
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,095,996
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,095,996
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$48,350
Investment advisory and management fees	2019-12-31	$48,350
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,727,343
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,727,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,999,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,999,204
Interest on participant loans	2019-12-31	$6,955
Interest on participant loans	2019-12-31	$6,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$186,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$186,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,088,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,088,683
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
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
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	$258,338
Contributions received in cash from employer	2019-12-31	$258,338
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$26
Employer contributions (assets) at beginning of year	2019-12-31	$26
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$424,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$424,539
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
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
Aggregate proceeds on sale of assets	2019-12-31	$553,046
Aggregate proceeds on sale of assets	2019-12-31	$553,046
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$503,506
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$503,506
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2019-12-31	390859910
Accountancy firm EIN	2019-12-31	390859910
2018 : EDGEWOOD 403(B) 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	$16,211
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	$589,742
Total loss/gain on sale of assets	2018-12-31	$204,670
Total of all expenses incurred	2018-12-31	$1,579,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,499,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$972,797
Value of total assets at end of year	2018-12-31	$6,112,207
Value of total assets at beginning of year	2018-12-31	$7,086,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$80,134
Total interest from all sources	2018-12-31	$181,465
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$679,707
Participant contributions at end of year	2018-12-31	$102,783
Participant contributions at beginning of year	2018-12-31	$36,850
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$47,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$16,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$611
Total non interest bearing cash at end of year	2018-12-31	$10,194
Total non interest bearing cash at beginning of year	2018-12-31	$36,439
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	$-990,020
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,095,996
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,086,016
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
Investment advisory and management fees	2018-12-31	$80,134
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,999,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,949,817
Interest on participant loans	2018-12-31	$3,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$60,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$60,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$177,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-769,801
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	$245,362
Employer contributions (assets) at end of year	2018-12-31	$26
Employer contributions (assets) at beginning of year	2018-12-31	$2,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,499,628
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
Aggregate proceeds on sale of assets	2018-12-31	$2,004,423
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$1,799,753
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	SQUAR MILNER LLP
Accountancy firm EIN	2018-12-31	330835986
2017 : EDGEWOOD 403(B) 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	$1,982,444
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$817,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$780,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$925,992
Value of total assets at end of year	2017-12-31	$7,086,016
Value of total assets at beginning of year	2017-12-31	$5,921,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$36,528
Total interest from all sources	2017-12-31	$2,495
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$150,048
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	$150,048
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$667,667
Participant contributions at end of year	2017-12-31	$36,850
Participant contributions at beginning of year	2017-12-31	$78,305
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$10,357
Administrative expenses (other) incurred	2017-12-31	$3,862
Total non interest bearing cash at end of year	2017-12-31	$36,439
Total non interest bearing cash at beginning of year	2017-12-31	$3,302
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	$1,165,013
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,086,016
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,921,003
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
Investment advisory and management fees	2017-12-31	$9,529
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,949,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,632,808
Interest on participant loans	2017-12-31	$2,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$60,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$206,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$206,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$903,909
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	$247,968
Employer contributions (assets) at end of year	2017-12-31	$2,732
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$780,903
Contract administrator fees	2017-12-31	$23,137
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	SQUAR MILNER LLP
Accountancy firm EIN	2017-12-31	330835986
2016 : EDGEWOOD 403(B) 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	$1,691,898
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$346,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$309,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,292,109
Value of total assets at end of year	2016-12-31	$5,921,003
Value of total assets at beginning of year	2016-12-31	$4,575,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$36,953
Total interest from all sources	2016-12-31	$3,318
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$132,446
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	$132,446
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$457,541
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$562,608
Participant contributions at end of year	2016-12-31	$78,305
Participant contributions at beginning of year	2016-12-31	$67,390
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$123,392
Administrative expenses (other) incurred	2016-12-31	$3,795
Total non interest bearing cash at end of year	2016-12-31	$3,302
Total non interest bearing cash at beginning of year	2016-12-31	$489
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	$1,345,601
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,921,003
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,575,402
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
Investment advisory and management fees	2016-12-31	$10,229
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,632,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,364,259
Interest on participant loans	2016-12-31	$3,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$206,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$143,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$143,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$264,025
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	$606,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$309,344
Contract administrator fees	2016-12-31	$22,929
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	DZH PHILLIPS LLP
Accountancy firm EIN	2016-12-31	264677183
2012 : EDGEWOOD 403(B) 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	$935,192
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$199,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$199,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$621,267
Value of total assets at end of year	2012-12-31	$3,317,126
Value of total assets at beginning of year	2012-12-31	$2,581,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$425
Total interest from all sources	2012-12-31	$4,386
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$650,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$408,342
Participant contributions at end of year	2012-12-31	$53,152
Participant contributions at beginning of year	2012-12-31	$36,707
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$55,023
Administrative expenses (other) incurred	2012-12-31	$425
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	$735,522
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,317,126
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,581,604
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	$3,174,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,487,513
Interest on participant loans	2012-12-31	$1,963
Interest earned on other investments	2012-12-31	$2,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$89,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$57,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$309,539
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	$157,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$199,245
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	HARRINGTON GROUP
Accountancy firm EIN	2012-12-31	954557617
2011 : EDGEWOOD 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$10,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$475,861
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$471,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$471,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$581,313
Value of total assets at end of year	2011-12-31	$2,581,604
Value of total assets at beginning of year	2011-12-31	$2,567,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$425
Total interest from all sources	2011-12-31	$3,621
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$650,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$411,806
Participant contributions at end of year	2011-12-31	$36,707
Participant contributions at beginning of year	2011-12-31	$16,080
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$15,036
Administrative expenses (other) incurred	2011-12-31	$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$4,011
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,581,604
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,567,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,487,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,403,837
Interest on participant loans	2011-12-31	$745
Interest earned on other investments	2011-12-31	$2,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$57,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$147,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-109,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$154,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$471,425
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HARRINGTON GROUP
Accountancy firm EIN	2011-12-31	954557617
2010 : EDGEWOOD 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$961,987
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$25,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$25,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$669,568
Value of total assets at end of year	2010-12-31	$2,567,093
Value of total assets at beginning of year	2010-12-31	$1,630,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$200
Total interest from all sources	2010-12-31	$2,741
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$650,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$471,579
Participant contributions at end of year	2010-12-31	$16,080
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$38,602
Administrative expenses (other) incurred	2010-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$936,565
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,567,093
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,630,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,403,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,598,386
Interest on participant loans	2010-12-31	$218
Interest earned on other investments	2010-12-31	$2,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$147,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$32,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$289,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$159,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$25,222
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HARRINTON GROUP, CPAS, LLP
Accountancy firm EIN	2010-12-31	954557617

Form 5500 Responses for EDGEWOOD 403(B) PLAN

2022: EDGEWOOD 403(B) 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: EDGEWOOD 403(B) 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: EDGEWOOD 403(B) 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: EDGEWOOD 403(B) 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: EDGEWOOD 403(B) 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: EDGEWOOD 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
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: EDGEWOOD 403(B) 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
2012: EDGEWOOD 403(B) 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EDGEWOOD 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2008: EDGEWOOD 403(B) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2007: EDGEWOOD 403(B) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	First time form 5500 has been submitted	Yes
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No

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EDGEWOOD 403(B) PLAN [EIN = 941186158]

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Company Name:	EDGEWOOD CENTER FOR CHILDREN AND FAMILIES
Employer identification number (EIN):	941186168
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0090917