401k Plan data: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN plan

EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: EDGEWOOD MANAGEMENT GROUP, LLC

Employer identification number (EIN): 261277766

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 RON WHETTER
001 2009-01-01 RON WHETTER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	RON WHETTER
001	2009-01-01	RON WHETTER

Plan Statistics for EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 878
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 698
Number of retired or separated participants receiving benefits 2011-01-01 26
Number of other retired or separated participants entitled to future benefits 2011-01-01 155
Total of all active and inactive participants 2011-01-01 879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 879
Number of participants with account balances 2011-01-01 473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 32
2009: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 597
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 554
Number of retired or separated participants receiving benefits 2009-01-01 14
Number of other retired or separated participants entitled to future benefits 2009-01-01 78
Total of all active and inactive participants 2009-01-01 646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 646
Number of participants with account balances 2009-01-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 27

Measure	Date	Value
2011: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	878
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	698
Number of retired or separated participants receiving benefits	2011-01-01	26
Number of other retired or separated participants entitled to future benefits	2011-01-01	155
Total of all active and inactive participants	2011-01-01	879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	879
Number of participants with account balances	2011-01-01	473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	32
2009: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	597
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	554
Number of retired or separated participants receiving benefits	2009-01-01	14
Number of other retired or separated participants entitled to future benefits	2009-01-01	78
Total of all active and inactive participants	2009-01-01	646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	646
Number of participants with account balances	2009-01-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	27

Financial Data on EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$30,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$31,920
Total income from all sources (including contributions)	2011-12-31	$688,940
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$248,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$179,543
Value of total corrective distributions	2011-12-31	$21,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$719,777
Value of total assets at end of year	2011-12-31	$3,023,918
Value of total assets at beginning of year	2011-12-31	$2,584,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$47,353
Total interest from all sources	2011-12-31	$1,863
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$64,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$64,400
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$512,000
Participant contributions at end of year	2011-12-31	$50,113
Participant contributions at beginning of year	2011-12-31	$55,630
Participant contributions at end of year	2011-12-31	$18,337
Participant contributions at beginning of year	2011-12-31	$14,519
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$20,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$7,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$6,607
Other income not declared elsewhere	2011-12-31	$17
Liabilities. Value of operating payables at end of year	2011-12-31	$1,399
Liabilities. Value of operating payables at beginning of year	2011-12-31	$4,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$440,416
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,993,044
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,552,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$30,373
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,494,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,081,023
Interest on participant loans	2011-12-31	$1,863
Value of interest in common/collective trusts at end of year	2011-12-31	$243,622
Value of interest in common/collective trusts at beginning of year	2011-12-31	$205,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$23,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$23,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-97,759
Net investment gain or loss from common/collective trusts	2011-12-31	$642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$187,586
Employer contributions (assets) at end of year	2011-12-31	$217,407
Employer contributions (assets) at beginning of year	2011-12-31	$203,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$179,543
Contract administrator fees	2011-12-31	$16,980
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$21,628
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$20,859
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BRADY, MARTZ & ASSOC., P.C.
Accountancy firm EIN	2011-12-31	450310328
2010 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$31,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$23,884
Total income from all sources (including contributions)	2010-12-31	$923,499
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$387,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$325,904
Value of total corrective distributions	2010-12-31	$20,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$695,259
Value of total assets at end of year	2010-12-31	$2,584,548
Value of total assets at beginning of year	2010-12-31	$2,040,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$40,743
Total interest from all sources	2010-12-31	$1,492
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$53,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$53,364
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$487,098
Participant contributions at end of year	2010-12-31	$55,630
Participant contributions at beginning of year	2010-12-31	$40,645
Participant contributions at end of year	2010-12-31	$14,519
Participant contributions at beginning of year	2010-12-31	$29,251
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$6,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$5,574
Administrative expenses (other) incurred	2010-12-31	$508
Liabilities. Value of operating payables at end of year	2010-12-31	$4,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$535,993
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,552,628
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,016,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$24,365
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,081,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,635,723
Interest on participant loans	2010-12-31	$1,492
Value of interest in common/collective trusts at end of year	2010-12-31	$205,665
Value of interest in common/collective trusts at beginning of year	2010-12-31	$144,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$23,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$8,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$8,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$172,136
Net investment gain or loss from common/collective trusts	2010-12-31	$1,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$205,155
Employer contributions (assets) at end of year	2010-12-31	$203,766
Employer contributions (assets) at beginning of year	2010-12-31	$181,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$325,904
Contract administrator fees	2010-12-31	$15,870
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$20,859
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$18,310
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BRADY, MARTZ & ASSOC., P.C.
Accountancy firm EIN	2010-12-31	450310328
2009 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

2011: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDGEWOOD MANAGEMENT GROUP, LLC
Employer identification number (EIN):	261277766
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities