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EDWARDS RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameEDWARDS RETIREMENT SAVINGS PLAN
Plan identification number 001

EDWARDS RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

EDWARDS VACUUM LLC has sponsored the creation of one or more 401k plans.

Company Name:EDWARDS VACUUM LLC
Employer identification number (EIN):203265132
NAIC Classification:333900

Additional information about EDWARDS VACUUM LLC

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 2006-03-03
Company Identification Number: 81644
Legal Registered Office Address: 400 CORNERSTONE DR #240

WILLISTON
United States of America (USA)
05495

More information about EDWARDS VACUUM LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARDS RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01SHERRI WILSON
0012016-01-01KAREN BUTLER
0012015-01-01KAREN BUTLER
0012014-01-01KAREN BUTLER KAREN BUTLER2015-10-13
0012013-01-01KAREN BUTLER
0012012-01-01KAREN BUTLER
0012011-01-01KAREN BUTLER KAREN BUTLER2012-10-16
0012009-01-01KAREN BUTLER
0012009-01-01KAREN BUTLER

Plan Statistics for EDWARDS RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for EDWARDS RETIREMENT SAVINGS PLAN

Measure Date Value
2022: EDWARDS RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,321
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EDWARDS RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,171
Total number of active participants reported on line 7a of the Form 55002021-01-01987
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01331
Total of all active and inactive participants2021-01-011,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,321
Number of participants with account balances2021-01-011,321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EDWARDS RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,074
Total number of active participants reported on line 7a of the Form 55002020-01-01897
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01271
Total of all active and inactive participants2020-01-011,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,171
Number of participants with account balances2020-01-011,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EDWARDS RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01871
Total number of active participants reported on line 7a of the Form 55002019-01-01848
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01223
Total of all active and inactive participants2019-01-011,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,074
Number of participants with account balances2019-01-011,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EDWARDS RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01801
Total number of active participants reported on line 7a of the Form 55002018-01-01629
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-01225
Total of all active and inactive participants2018-01-01864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01867
Number of participants with account balances2018-01-01829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EDWARDS RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01735
Total number of active participants reported on line 7a of the Form 55002017-01-01584
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01201
Total of all active and inactive participants2017-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01800
Number of participants with account balances2017-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EDWARDS RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01692
Total number of active participants reported on line 7a of the Form 55002016-01-01551
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01177
Total of all active and inactive participants2016-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01735
Number of participants with account balances2016-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EDWARDS RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01698
Total number of active participants reported on line 7a of the Form 55002015-01-01508
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01180
Total of all active and inactive participants2015-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01692
Number of participants with account balances2015-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EDWARDS RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01693
Total number of active participants reported on line 7a of the Form 55002014-01-01434
Number of retired or separated participants receiving benefits2014-01-01107
Number of other retired or separated participants entitled to future benefits2014-01-01156
Total of all active and inactive participants2014-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01697
Number of participants with account balances2014-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EDWARDS RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01644
Total number of active participants reported on line 7a of the Form 55002013-01-01421
Number of retired or separated participants receiving benefits2013-01-01122
Number of other retired or separated participants entitled to future benefits2013-01-01149
Total of all active and inactive participants2013-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01693
Number of participants with account balances2013-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EDWARDS RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01618
Total number of active participants reported on line 7a of the Form 55002012-01-01373
Number of retired or separated participants receiving benefits2012-01-01112
Number of other retired or separated participants entitled to future benefits2012-01-01157
Total of all active and inactive participants2012-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01644
Number of participants with account balances2012-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EDWARDS RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01603
Total number of active participants reported on line 7a of the Form 55002011-01-01352
Number of retired or separated participants receiving benefits2011-01-01107
Number of other retired or separated participants entitled to future benefits2011-01-01157
Total of all active and inactive participants2011-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01618
Number of participants with account balances2011-01-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EDWARDS RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01656
Total number of active participants reported on line 7a of the Form 55002009-01-01323
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01428
Total of all active and inactive participants2009-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01752
Number of participants with account balances2009-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EDWARDS RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : EDWARDS RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-31$0
Total transfer of assets from this plan2022-01-31$135,236,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$0
Total income from all sources (including contributions)2022-01-31$-7,068,657
Total loss/gain on sale of assets2022-01-31$0
Total of all expenses incurred2022-01-31$634,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$616,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$43,479
Value of total assets at end of year2022-01-31$0
Value of total assets at beginning of year2022-01-31$142,938,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$17,781
Total interest from all sources2022-01-31$195
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$2,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-01-31$2,588
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$1,500,000
If this is an individual account plan, was there a blackout period2022-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-31$0
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Participant contributions at end of year2022-01-31$0
Participant contributions at beginning of year2022-01-31$1,841,626
Assets. Other investments not covered elsewhere at end of year2022-01-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-01-31$2,858,100
Income. Received or receivable in cash from other sources (including rollovers)2022-01-31$43,479
Other income not declared elsewhere2022-01-31$-331,712
Administrative expenses (other) incurred2022-01-31$17,781
Total non interest bearing cash at end of year2022-01-31$0
Total non interest bearing cash at beginning of year2022-01-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$-7,702,787
Value of net assets at end of year (total assets less liabilities)2022-01-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$142,938,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$10,086,614
Value of interest in pooled separate accounts at end of year2022-01-31$0
Value of interest in pooled separate accounts at beginning of year2022-01-31$16,958,442
Interest on participant loans2022-01-31$195
Value of interest in common/collective trusts at end of year2022-01-31$0
Value of interest in common/collective trusts at beginning of year2022-01-31$111,194,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-31$-196,347
Net investment gain/loss from pooled separate accounts2022-01-31$-1,624,849
Net investment gain or loss from common/collective trusts2022-01-31$-4,962,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31No
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$616,349
Did the plan have assets held for investment2022-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31Yes
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31COHNREZNICK LLP
Accountancy firm EIN2022-01-31221478099
2021 : EDWARDS RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$29,947,447
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,508,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,377,884
Value of total corrective distributions2021-12-31$712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,745,617
Value of total assets at end of year2021-12-31$142,938,897
Value of total assets at beginning of year2021-12-31$122,500,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$130,087
Total interest from all sources2021-12-31$113,478
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$191,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$191,950
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,583,256
Participant contributions at end of year2021-12-31$1,841,626
Participant contributions at beginning of year2021-12-31$1,744,282
Participant contributions at beginning of year2021-12-31$21,755
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,858,100
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,374,549
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,111,888
Other income not declared elsewhere2021-12-31$422,007
Administrative expenses (other) incurred2021-12-31$130,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$20,438,764
Value of net assets at end of year (total assets less liabilities)2021-12-31$142,938,897
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$122,500,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,086,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,485,209
Value of interest in pooled separate accounts at end of year2021-12-31$16,958,442
Value of interest in pooled separate accounts at beginning of year2021-12-31$34,805,759
Interest on participant loans2021-12-31$87,543
Interest earned on other investments2021-12-31$25,935
Value of interest in common/collective trusts at end of year2021-12-31$111,194,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,899,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,102,821
Net investment gain/loss from pooled separate accounts2021-12-31$4,553,758
Net investment gain or loss from common/collective trusts2021-12-31$9,817,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,050,473
Employer contributions (assets) at beginning of year2021-12-31$169,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,377,884
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : EDWARDS RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$29,084,890
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,510,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,409,621
Value of total corrective distributions2020-12-31$1,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,551,747
Value of total assets at end of year2020-12-31$122,500,133
Value of total assets at beginning of year2020-12-31$102,925,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$99,312
Total interest from all sources2020-12-31$331,197
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,185,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,185,908
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,548,899
Participant contributions at end of year2020-12-31$1,744,282
Participant contributions at beginning of year2020-12-31$1,709,664
Participant contributions at end of year2020-12-31$21,755
Participant contributions at beginning of year2020-12-31$20,140
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,374,549
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,421,777
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,986,290
Other income not declared elsewhere2020-12-31$909,269
Administrative expenses (other) incurred2020-12-31$99,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$19,574,622
Value of net assets at end of year (total assets less liabilities)2020-12-31$122,500,133
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$102,925,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,485,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$62,940,401
Value of interest in pooled separate accounts at end of year2020-12-31$34,805,759
Value of interest in pooled separate accounts at beginning of year2020-12-31$30,569,673
Interest on participant loans2020-12-31$95,702
Interest earned on other investments2020-12-31$235,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,899,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,139,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,433,543
Net investment gain/loss from pooled separate accounts2020-12-31$5,673,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,016,558
Employer contributions (assets) at end of year2020-12-31$169,033
Employer contributions (assets) at beginning of year2020-12-31$123,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,409,621
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : EDWARDS RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$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$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$36,623,038
Total income from all sources (including contributions)2019-12-31$36,623,038
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,359,735
Total of all expenses incurred2019-12-31$12,359,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,306,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,306,409
Expenses. Certain deemed distributions of participant loans2019-12-31$-19,598
Expenses. Certain deemed distributions of participant loans2019-12-31$-19,598
Value of total corrective distributions2019-12-31$12,146
Value of total corrective distributions2019-12-31$12,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,989,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,989,986
Value of total assets at end of year2019-12-31$102,925,511
Value of total assets at end of year2019-12-31$102,925,511
Value of total assets at beginning of year2019-12-31$78,662,208
Value of total assets at beginning of year2019-12-31$78,662,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,778
Total interest from all sources2019-12-31$167,781
Total interest from all sources2019-12-31$167,781
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,397,905
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,397,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,397,905
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,397,905
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,938,425
Contributions received from participants2019-12-31$4,938,425
Participant contributions at end of year2019-12-31$1,709,664
Participant contributions at end of year2019-12-31$1,709,664
Participant contributions at beginning of year2019-12-31$1,350,655
Participant contributions at beginning of year2019-12-31$1,350,655
Participant contributions at end of year2019-12-31$20,140
Participant contributions at end of year2019-12-31$20,140
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,421,777
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,421,777
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,348,426
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,348,426
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,782,737
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,782,737
Other income not declared elsewhere2019-12-31$107,284
Other income not declared elsewhere2019-12-31$107,284
Administrative expenses (other) incurred2019-12-31$60,778
Administrative expenses (other) incurred2019-12-31$60,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$24,263,303
Value of net income/loss2019-12-31$24,263,303
Value of net assets at end of year (total assets less liabilities)2019-12-31$102,925,511
Value of net assets at end of year (total assets less liabilities)2019-12-31$102,925,511
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$78,662,208
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$78,662,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,940,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,940,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,260,277
Value of interest in pooled separate accounts at end of year2019-12-31$30,569,673
Value of interest in pooled separate accounts at end of year2019-12-31$30,569,673
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$101,680
Interest on participant loans2019-12-31$101,680
Interest earned on other investments2019-12-31$66,101
Interest earned on other investments2019-12-31$66,101
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$21,656,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,139,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,139,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,168,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,168,301
Net investment gain/loss from pooled separate accounts2019-12-31$4,791,781
Net investment gain/loss from pooled separate accounts2019-12-31$4,791,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,268,824
Contributions received in cash from employer2019-12-31$2,268,824
Employer contributions (assets) at end of year2019-12-31$123,992
Employer contributions (assets) at end of year2019-12-31$123,992
Employer contributions (assets) at beginning of year2019-12-31$46,623
Employer contributions (assets) at beginning of year2019-12-31$46,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,306,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,306,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : EDWARDS RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,671,836
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,003,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,809,978
Expenses. Certain deemed distributions of participant loans2018-12-31$69,763
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,847,643
Value of total assets at end of year2018-12-31$78,662,208
Value of total assets at beginning of year2018-12-31$81,993,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$123,806
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$74,547
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,699,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,699,306
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$2,400
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,816,282
Participant contributions at end of year2018-12-31$1,350,655
Participant contributions at beginning of year2018-12-31$1,321,737
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,348,426
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$511,441
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$804,645
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$447,990
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$19,328
Administrative expenses (other) incurred2018-12-31$5,333
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-3,331,711
Value of net assets at end of year (total assets less liabilities)2018-12-31$78,662,208
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$81,993,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$116,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$54,260,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$57,709,653
Interest on participant loans2018-12-31$74,547
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$21,656,227
Value of interest in common/collective trusts at beginning of year2018-12-31$21,956,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,325,797
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-643,191
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,226,716
Employer contributions (assets) at end of year2018-12-31$46,623
Employer contributions (assets) at beginning of year2018-12-31$46,341
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,809,978
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : EDWARDS RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,223,160
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,951,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,733,085
Expenses. Certain deemed distributions of participant loans2017-12-31$87,363
Value of total corrective distributions2017-12-31$22,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,417,314
Value of total assets at end of year2017-12-31$81,993,919
Value of total assets at beginning of year2017-12-31$66,722,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$108,463
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$65,828
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,610,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,610,930
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$4,537
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,342,737
Participant contributions at end of year2017-12-31$1,321,737
Participant contributions at beginning of year2017-12-31$1,257,229
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$511,441
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$446,377
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,991,632
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$447,990
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$105,851
Administrative expenses (other) incurred2017-12-31$5,421
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$15,271,863
Value of net assets at end of year (total assets less liabilities)2017-12-31$81,993,919
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$66,722,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$98,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$57,709,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,778,690
Interest on participant loans2017-12-31$65,828
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$21,956,757
Value of interest in common/collective trusts at beginning of year2017-12-31$19,203,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,009,165
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$3,014,072
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,082,945
Employer contributions (assets) at end of year2017-12-31$46,341
Employer contributions (assets) at beginning of year2017-12-31$36,566
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,733,085
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : EDWARDS RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,367,223
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,467,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,349,067
Expenses. Certain deemed distributions of participant loans2016-12-31$13,972
Value of total corrective distributions2016-12-31$8,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,415,279
Value of total assets at end of year2016-12-31$66,722,056
Value of total assets at beginning of year2016-12-31$60,822,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$96,586
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$66,367
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,758,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,758,124
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$26,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,976,604
Participant contributions at end of year2016-12-31$1,257,229
Participant contributions at beginning of year2016-12-31$1,242,646
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$68,354
Assets. Other investments not covered elsewhere at end of year2016-12-31$446,377
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$416,122
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$433,752
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$67,569
Administrative expenses (other) incurred2016-12-31$21,126
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$5,899,254
Value of net assets at end of year (total assets less liabilities)2016-12-31$66,722,056
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$60,822,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$49,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$45,778,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,472,632
Interest on participant loans2016-12-31$66,367
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$19,203,194
Value of interest in common/collective trusts at beginning of year2016-12-31$13,560,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,696,984
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$1,362,900
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$1,004,923
Employer contributions (assets) at end of year2016-12-31$36,566
Employer contributions (assets) at beginning of year2016-12-31$62,549
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,349,067
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : EDWARDS RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$4,238,037
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,362,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,268,148
Expenses. Certain deemed distributions of participant loans2015-12-31$-4,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,898,263
Value of total assets at end of year2015-12-31$60,822,802
Value of total assets at beginning of year2015-12-31$59,947,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$99,080
Total interest from all sources2015-12-31$67,517
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,673,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,673,023
Administrative expenses professional fees incurred2015-12-31$32,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,816,649
Participant contributions at end of year2015-12-31$1,242,646
Participant contributions at beginning of year2015-12-31$1,246,792
Participant contributions at end of year2015-12-31$68,354
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$416,122
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$397,597
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$150,430
Other income not declared elsewhere2015-12-31$50,034
Administrative expenses (other) incurred2015-12-31$6,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$875,564
Value of net assets at end of year (total assets less liabilities)2015-12-31$60,822,802
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$59,947,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$60,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$45,472,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$42,609,006
Interest on participant loans2015-12-31$65,949
Value of interest in common/collective trusts at end of year2015-12-31$13,560,499
Value of interest in common/collective trusts at beginning of year2015-12-31$13,887,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,806,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,806,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,600,536
Net investment gain or loss from common/collective trusts2015-12-31$149,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$931,184
Employer contributions (assets) at end of year2015-12-31$62,549
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,268,148
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : EDWARDS RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$7,583,439
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,136,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,062,286
Expenses. Certain deemed distributions of participant loans2014-12-31$-819
Value of total corrective distributions2014-12-31$1,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,436,538
Value of total assets at end of year2014-12-31$59,947,238
Value of total assets at beginning of year2014-12-31$55,500,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,480
Total interest from all sources2014-12-31$66,197
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,272,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,272,555
Administrative expenses professional fees incurred2014-12-31$13,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,564,489
Participant contributions at end of year2014-12-31$1,246,792
Participant contributions at beginning of year2014-12-31$1,245,833
Assets. Other investments not covered elsewhere at end of year2014-12-31$397,597
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$386,259
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$75,538
Other income not declared elsewhere2014-12-31$17,390
Administrative expenses (other) incurred2014-12-31$3,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,446,976
Value of net assets at end of year (total assets less liabilities)2014-12-31$59,947,238
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,500,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$56,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$42,609,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$39,134,511
Interest on participant loans2014-12-31$65,917
Value of interest in common/collective trusts at end of year2014-12-31$13,887,371
Value of interest in common/collective trusts at beginning of year2014-12-31$13,305,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,806,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,396,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,396,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$393,160
Net investment gain or loss from common/collective trusts2014-12-31$1,397,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$796,511
Employer contributions (assets) at beginning of year2014-12-31$31,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,062,286
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : EDWARDS RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$13,476,635
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,474,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,373,058
Expenses. Certain deemed distributions of participant loans2013-12-31$48,684
Value of total corrective distributions2013-12-31$449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,940,330
Value of total assets at end of year2013-12-31$55,500,262
Value of total assets at beginning of year2013-12-31$45,498,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$52,528
Total interest from all sources2013-12-31$63,106
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,688,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,688,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,081,193
Participant contributions at end of year2013-12-31$1,245,833
Participant contributions at beginning of year2013-12-31$1,144,940
Assets. Other investments not covered elsewhere at end of year2013-12-31$386,259
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$385,604
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$153,706
Other income not declared elsewhere2013-12-31$28,268
Administrative expenses (other) incurred2013-12-31$3,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,001,916
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,500,262
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,498,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$48,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$39,134,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,490,705
Interest on participant loans2013-12-31$62,466
Value of interest in common/collective trusts at end of year2013-12-31$13,305,736
Value of interest in common/collective trusts at beginning of year2013-12-31$11,659,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,396,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,817,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,817,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,234,414
Net investment gain or loss from common/collective trusts2013-12-31$2,522,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$705,431
Employer contributions (assets) at end of year2013-12-31$31,644
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,373,058
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : EDWARDS RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$8,681,607
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,379,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,324,420
Expenses. Certain deemed distributions of participant loans2012-12-31$10,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,082,566
Value of total assets at end of year2012-12-31$45,498,346
Value of total assets at beginning of year2012-12-31$39,195,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,634
Total interest from all sources2012-12-31$60,850
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$843,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$843,156
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,067,579
Participant contributions at end of year2012-12-31$1,144,940
Participant contributions at beginning of year2012-12-31$1,072,995
Assets. Other investments not covered elsewhere at end of year2012-12-31$385,604
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$301,552
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$357,047
Other income not declared elsewhere2012-12-31$30,510
Administrative expenses (other) incurred2012-12-31$4,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,302,605
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,498,346
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,195,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$39,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$30,490,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,159,435
Interest on participant loans2012-12-31$58,818
Value of interest in common/collective trusts at end of year2012-12-31$11,659,853
Value of interest in common/collective trusts at beginning of year2012-12-31$10,208,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,817,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,404,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,404,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,492,997
Net investment gain or loss from common/collective trusts2012-12-31$1,171,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$657,940
Employer contributions (assets) at beginning of year2012-12-31$48,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,324,420
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : EDWARDS RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$1,909,963
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,066,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,022,366
Expenses. Certain deemed distributions of participant loans2011-12-31$9,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,669,659
Value of total assets at end of year2011-12-31$39,195,741
Value of total assets at beginning of year2011-12-31$40,352,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,422
Total interest from all sources2011-12-31$66,924
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$627,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$627,358
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,903,224
Participant contributions at end of year2011-12-31$1,072,995
Participant contributions at beginning of year2011-12-31$1,196,336
Assets. Other investments not covered elsewhere at end of year2011-12-31$301,552
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$106,385
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$87,790
Other income not declared elsewhere2011-12-31$-31,906
Administrative expenses (other) incurred2011-12-31$4,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,156,949
Value of net assets at end of year (total assets less liabilities)2011-12-31$39,195,741
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,352,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$30,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,159,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$28,675,825
Interest on participant loans2011-12-31$65,870
Value of interest in common/collective trusts at end of year2011-12-31$10,208,428
Value of interest in common/collective trusts at beginning of year2011-12-31$9,296,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,404,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,077,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,077,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,639,508
Net investment gain or loss from common/collective trusts2011-12-31$217,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$678,645
Employer contributions (assets) at end of year2011-12-31$48,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,022,366
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CAROL & BELTZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : EDWARDS RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$485,553
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$7,084,818
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,504,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,481,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,992,007
Value of total assets at end of year2010-12-31$40,352,690
Value of total assets at beginning of year2010-12-31$39,257,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,992
Total interest from all sources2010-12-31$74,578
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$509,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$509,429
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,616,755
Participant contributions at end of year2010-12-31$1,196,336
Participant contributions at beginning of year2010-12-31$1,222,657
Participant contributions at beginning of year2010-12-31$4,578
Assets. Other investments not covered elsewhere at end of year2010-12-31$106,385
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$308,806
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$163,007
Other income not declared elsewhere2010-12-31$6,455
Administrative expenses (other) incurred2010-12-31$2,664
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,580,715
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,352,690
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,257,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$20,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$28,675,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,361,304
Interest on participant loans2010-12-31$73,539
Value of interest in common/collective trusts at end of year2010-12-31$9,296,384
Value of interest in common/collective trusts at beginning of year2010-12-31$9,276,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,077,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,080,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,080,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,555,117
Net investment gain or loss from common/collective trusts2010-12-31$947,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$212,245
Employer contributions (assets) at beginning of year2010-12-31$2,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,481,111
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : EDWARDS RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EDWARDS RETIREMENT SAVINGS PLAN

2022: EDWARDS RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EDWARDS RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EDWARDS RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EDWARDS RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EDWARDS RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EDWARDS RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EDWARDS RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EDWARDS RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDWARDS RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDWARDS RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDWARDS RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDWARDS RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EDWARDS RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075343
Policy instance 1
Insurance contract or identification number075343
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075343
Policy instance 1
Insurance contract or identification number075343
Number of Individuals Covered1321
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075343
Policy instance 1
Insurance contract or identification number075343
Number of Individuals Covered1171
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075343
Policy instance 1
Insurance contract or identification number075343
Number of Individuals Covered1074
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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