401k Plan data: EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN plan

EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 401k Plan overview

Plan Name	EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN
Plan identification number	001

EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EDGEWOOD MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name: EDGEWOOD MANAGEMENT LLC

Employer identification number (EIN): 222032238

NAIC Classification: 523110
NAIC Description: Investment Banking and Securities Dealing

Additional information about EDGEWOOD MANAGEMENT LLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2005-12-12

Company Identification Number: 3291852

Legal Registered Office Address: 600 Steamboat Road
Suite 103
Greenwich
United States of America (USA)
06830

More information about EDGEWOOD MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 DONNA COLON
001 2011-01-01 DONNA COLON
001 2009-01-01 DONNA COLON

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	DONNA COLON
001	2011-01-01	DONNA COLON
001	2009-01-01	DONNA COLON

Plan Statistics for EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN

401k plan membership statisitcs for EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN

Measure Date Value
2012: EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 39
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 41
Number of participants with account balances 2012-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 37
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 42
Number of participants with account balances 2011-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 35
Number of participants with account balances 2009-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2012: EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	39
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	41
Number of participants with account balances	2012-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	37
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	42
Number of participants with account balances	2011-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	35
Number of participants with account balances	2009-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN

Measure	Date	Value
2012 : EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$1,971,300
Expenses. Total of all expenses incurred	2012-12-31	$801,122
Benefits paid (including direct rollovers)	2012-12-31	$800,566
Total plan assets at end of year	2012-12-31	$15,729,940
Total plan assets at beginning of year	2012-12-31	$14,559,762
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$354,815
Other income received	2012-12-31	$757,498
Net income (gross income less expenses)	2012-12-31	$1,170,178
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$15,729,940
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$14,559,762
Assets. Value of participant loans	2012-12-31	$120,777
Total contributions received or receivable from employer(s)	2012-12-31	$858,987
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$556
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$987,754
Expenses. Total of all expenses incurred	2011-12-31	$272,137
Benefits paid (including direct rollovers)	2011-12-31	$272,137
Total plan assets at end of year	2011-12-31	$14,559,762
Total plan assets at beginning of year	2011-12-31	$13,844,145
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$292,488
Other income received	2011-12-31	$-183,906
Net income (gross income less expenses)	2011-12-31	$715,617
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$14,559,762
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$13,844,145
Assets. Value of participant loans	2011-12-31	$3,510
Total contributions received or receivable from employer(s)	2011-12-31	$879,172
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$2,341,954
Expenses. Total of all expenses incurred	2010-12-31	$745,667
Benefits paid (including direct rollovers)	2010-12-31	$745,667
Total plan assets at end of year	2010-12-31	$13,844,145
Total plan assets at beginning of year	2010-12-31	$12,247,858
Value of fidelity bond covering the plan	2010-12-31	$1,750,000
Total contributions received or receivable from participants	2010-12-31	$312,901
Contributions received from other sources (not participants or employers)	2010-12-31	$11,289
Other income received	2010-12-31	$1,176,465
Net income (gross income less expenses)	2010-12-31	$1,596,287
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$13,844,145
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$12,247,858
Assets. Value of participant loans	2010-12-31	$4,377
Total contributions received or receivable from employer(s)	2010-12-31	$841,299
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN

2012: EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EDGEWOOD MANAGEMENT COMPANY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDGEWOOD MANAGEMENT LLC
Employer identification number (EIN):	222032238
NAIC Classification:	523110
NAIC Description:	Investment Banking and Securities Dealing

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2005-12-12
Company Identification Number:	3291852
Legal Registered Office Address:	600 Steamboat Road Suite 103 Greenwich United States of America (USA) 06830