401k Plan data: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN plan

EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 401k Plan overview

Plan Name	EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN
Plan identification number	001

EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EDUCATIONAL DEVELOPMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: EDUCATIONAL DEVELOPMENT CORPORATION

Employer identification number (EIN): 730750007

NAIC Classification: 425120
NAIC Description: Wholesale Trade Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-03-01
001 2021-03-01
001 2020-03-01
001 2019-03-01
001 2018-03-01
001 2018-03-01
001 2017-03-01 DAN OKEEFE
001 2016-03-01 DAN OKEEFE
001 2015-03-01 DAN OKEEFE
001 2015-03-01 MARILYN PINNEY 2016-11-11 MARILYN PINNEY 2016-11-11
001 2014-03-01 DAN OKEEFE
001 2014-03-01 MARILYN PINNEY 2015-11-02 MARILYN PINNEY 2015-11-02
001 2013-03-01 DAN OKEEFE
001 2012-03-01 DAN OKEEFE
001 2011-03-01 DAN OKEEFE
001 2010-03-01 DAN OKEEFE
001 2010-01-01 MARILYN PINNEY 2011-11-03
001 2009-03-01 DAN OKEEFE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-03-01
001	2021-03-01
001	2020-03-01
001	2019-03-01
001	2018-03-01
001	2018-03-01
001	2017-03-01	DAN OKEEFE
001	2016-03-01	DAN OKEEFE
001	2015-03-01	DAN OKEEFE
001	2015-03-01	MARILYN PINNEY	2016-11-11	MARILYN PINNEY	2016-11-11
001	2014-03-01	DAN OKEEFE
001	2014-03-01	MARILYN PINNEY	2015-11-02	MARILYN PINNEY	2015-11-02
001	2013-03-01	DAN OKEEFE
001	2012-03-01	DAN OKEEFE
001	2011-03-01	DAN OKEEFE
001	2010-03-01	DAN OKEEFE
001	2010-01-01	MARILYN PINNEY	2011-11-03
001	2009-03-01	DAN OKEEFE

Plan Statistics for EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN

401k plan membership statisitcs for EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN

Measure Date Value
2022: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-03-01 151
Total number of active participants reported on line 7a of the Form 5500 2022-03-01 110
Number of retired or separated participants receiving benefits 2022-03-01 0
Number of other retired or separated participants entitled to future benefits 2022-03-01 33
Total of all active and inactive participants 2022-03-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-03-01 0
Total participants 2022-03-01 143
Number of participants with account balances 2022-03-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-03-01 0
2021: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-03-01 146
Total number of active participants reported on line 7a of the Form 5500 2021-03-01 129
Number of retired or separated participants receiving benefits 2021-03-01 1
Number of other retired or separated participants entitled to future benefits 2021-03-01 24
Total of all active and inactive participants 2021-03-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-03-01 0
Total participants 2021-03-01 154
Number of participants with account balances 2021-03-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-03-01 2
2020: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-03-01 155
Total number of active participants reported on line 7a of the Form 5500 2020-03-01 107
Number of retired or separated participants receiving benefits 2020-03-01 0
Number of other retired or separated participants entitled to future benefits 2020-03-01 15
Total of all active and inactive participants 2020-03-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-03-01 1
Total participants 2020-03-01 123
Number of participants with account balances 2020-03-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-03-01 0
2019: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-03-01 170
Total number of active participants reported on line 7a of the Form 5500 2019-03-01 139
Number of retired or separated participants receiving benefits 2019-03-01 0
Number of other retired or separated participants entitled to future benefits 2019-03-01 31
Total of all active and inactive participants 2019-03-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-03-01 1
Total participants 2019-03-01 171
Number of participants with account balances 2019-03-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-03-01 0
2018: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-03-01 197
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 141
Number of retired or separated participants receiving benefits 2018-03-01 0
Number of other retired or separated participants entitled to future benefits 2018-03-01 44
Total of all active and inactive participants 2018-03-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-03-01 0
Total participants 2018-03-01 185
Number of participants with account balances 2018-03-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-01 55
2017: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-03-01 143
Total number of active participants reported on line 7a of the Form 5500 2017-03-01 103
Number of retired or separated participants receiving benefits 2017-03-01 0
Number of other retired or separated participants entitled to future benefits 2017-03-01 38
Total of all active and inactive participants 2017-03-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-03-01 0
Total participants 2017-03-01 141
Number of participants with account balances 2017-03-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-03-01 59
2016: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-03-01 106
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 84
Number of retired or separated participants receiving benefits 2016-03-01 0
Number of other retired or separated participants entitled to future benefits 2016-03-01 16
Total of all active and inactive participants 2016-03-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-03-01 0
Total participants 2016-03-01 100
Number of participants with account balances 2016-03-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-03-01 63
2015: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-03-01 69
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 74
Number of retired or separated participants receiving benefits 2015-03-01 0
Number of other retired or separated participants entitled to future benefits 2015-03-01 10
Total of all active and inactive participants 2015-03-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-03-01 0
Total participants 2015-03-01 84
Number of participants with account balances 2015-03-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-03-01 17
2014: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-03-01 72
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 60
Number of retired or separated participants receiving benefits 2014-03-01 0
Number of other retired or separated participants entitled to future benefits 2014-03-01 9
Total of all active and inactive participants 2014-03-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 0
Total participants 2014-03-01 69
Number of participants with account balances 2014-03-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 1
2013: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-03-01 68
Total number of active participants reported on line 7a of the Form 5500 2013-03-01 55
Number of retired or separated participants receiving benefits 2013-03-01 0
Number of other retired or separated participants entitled to future benefits 2013-03-01 8
Total of all active and inactive participants 2013-03-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-03-01 0
Total participants 2013-03-01 63
Number of participants with account balances 2013-03-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-03-01 3
2012: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-03-01 90
Total number of active participants reported on line 7a of the Form 5500 2012-03-01 66
Number of retired or separated participants receiving benefits 2012-03-01 0
Number of other retired or separated participants entitled to future benefits 2012-03-01 4
Total of all active and inactive participants 2012-03-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-03-01 0
Total participants 2012-03-01 70
Number of participants with account balances 2012-03-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-03-01 5
2011: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-03-01 95
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 66
Number of retired or separated participants receiving benefits 2011-03-01 0
Number of other retired or separated participants entitled to future benefits 2011-03-01 10
Total of all active and inactive participants 2011-03-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 0
Total participants 2011-03-01 76
Number of participants with account balances 2011-03-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 4
2010: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-03-01 85
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 86
Number of retired or separated participants receiving benefits 2010-03-01 0
Number of other retired or separated participants entitled to future benefits 2010-03-01 9
Total of all active and inactive participants 2010-03-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-03-01 0
Total participants 2010-03-01 95
Number of participants with account balances 2010-03-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-03-01 10
2009: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-03-01 73
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 51
Number of retired or separated participants receiving benefits 2009-03-01 0
Number of other retired or separated participants entitled to future benefits 2009-03-01 9
Total of all active and inactive participants 2009-03-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 0
Total participants 2009-03-01 60
Number of participants with account balances 2009-03-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 0

Measure	Date	Value
2022: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-03-01	151
Total number of active participants reported on line 7a of the Form 5500	2022-03-01	110
Number of retired or separated participants receiving benefits	2022-03-01	0
Number of other retired or separated participants entitled to future benefits	2022-03-01	33
Total of all active and inactive participants	2022-03-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-03-01	0
Total participants	2022-03-01	143
Number of participants with account balances	2022-03-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-03-01	0
2021: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-03-01	146
Total number of active participants reported on line 7a of the Form 5500	2021-03-01	129
Number of retired or separated participants receiving benefits	2021-03-01	1
Number of other retired or separated participants entitled to future benefits	2021-03-01	24
Total of all active and inactive participants	2021-03-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-03-01	0
Total participants	2021-03-01	154
Number of participants with account balances	2021-03-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-03-01	2
2020: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-03-01	155
Total number of active participants reported on line 7a of the Form 5500	2020-03-01	107
Number of retired or separated participants receiving benefits	2020-03-01	0
Number of other retired or separated participants entitled to future benefits	2020-03-01	15
Total of all active and inactive participants	2020-03-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-03-01	1
Total participants	2020-03-01	123
Number of participants with account balances	2020-03-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-03-01	0
2019: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-03-01	170
Total number of active participants reported on line 7a of the Form 5500	2019-03-01	139
Number of retired or separated participants receiving benefits	2019-03-01	0
Number of other retired or separated participants entitled to future benefits	2019-03-01	31
Total of all active and inactive participants	2019-03-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-03-01	1
Total participants	2019-03-01	171
Number of participants with account balances	2019-03-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-03-01	0
2018: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-03-01	197
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	141
Number of retired or separated participants receiving benefits	2018-03-01	0
Number of other retired or separated participants entitled to future benefits	2018-03-01	44
Total of all active and inactive participants	2018-03-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-03-01	0
Total participants	2018-03-01	185
Number of participants with account balances	2018-03-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-01	55
2017: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-03-01	143
Total number of active participants reported on line 7a of the Form 5500	2017-03-01	103
Number of retired or separated participants receiving benefits	2017-03-01	0
Number of other retired or separated participants entitled to future benefits	2017-03-01	38
Total of all active and inactive participants	2017-03-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-03-01	0
Total participants	2017-03-01	141
Number of participants with account balances	2017-03-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-03-01	59
2016: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-03-01	106
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	84
Number of retired or separated participants receiving benefits	2016-03-01	0
Number of other retired or separated participants entitled to future benefits	2016-03-01	16
Total of all active and inactive participants	2016-03-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-03-01	0
Total participants	2016-03-01	100
Number of participants with account balances	2016-03-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-03-01	63
2015: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-03-01	69
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	74
Number of retired or separated participants receiving benefits	2015-03-01	0
Number of other retired or separated participants entitled to future benefits	2015-03-01	10
Total of all active and inactive participants	2015-03-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-03-01	0
Total participants	2015-03-01	84
Number of participants with account balances	2015-03-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-03-01	17
2014: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-03-01	72
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	60
Number of retired or separated participants receiving benefits	2014-03-01	0
Number of other retired or separated participants entitled to future benefits	2014-03-01	9
Total of all active and inactive participants	2014-03-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	0
Total participants	2014-03-01	69
Number of participants with account balances	2014-03-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	1
2013: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-03-01	68
Total number of active participants reported on line 7a of the Form 5500	2013-03-01	55
Number of retired or separated participants receiving benefits	2013-03-01	0
Number of other retired or separated participants entitled to future benefits	2013-03-01	8
Total of all active and inactive participants	2013-03-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-03-01	0
Total participants	2013-03-01	63
Number of participants with account balances	2013-03-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-03-01	3
2012: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-03-01	90
Total number of active participants reported on line 7a of the Form 5500	2012-03-01	66
Number of retired or separated participants receiving benefits	2012-03-01	0
Number of other retired or separated participants entitled to future benefits	2012-03-01	4
Total of all active and inactive participants	2012-03-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-03-01	0
Total participants	2012-03-01	70
Number of participants with account balances	2012-03-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-03-01	5
2011: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-03-01	95
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	66
Number of retired or separated participants receiving benefits	2011-03-01	0
Number of other retired or separated participants entitled to future benefits	2011-03-01	10
Total of all active and inactive participants	2011-03-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	0
Total participants	2011-03-01	76
Number of participants with account balances	2011-03-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	4
2010: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-03-01	85
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	86
Number of retired or separated participants receiving benefits	2010-03-01	0
Number of other retired or separated participants entitled to future benefits	2010-03-01	9
Total of all active and inactive participants	2010-03-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-03-01	0
Total participants	2010-03-01	95
Number of participants with account balances	2010-03-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-03-01	10
2009: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-03-01	73
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	51
Number of retired or separated participants receiving benefits	2009-03-01	0
Number of other retired or separated participants entitled to future benefits	2009-03-01	9
Total of all active and inactive participants	2009-03-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	0
Total participants	2009-03-01	60
Number of participants with account balances	2009-03-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	0

Financial Data on EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN

Measure	Date	Value
2023 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-02-28	$-3,668,613
Total unrealized appreciation/depreciation of assets	2023-02-28	$-3,668,613
Total transfer of assets to this plan	2023-02-28	$0
Total transfer of assets from this plan	2023-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-02-28	$0
Total income from all sources (including contributions)	2023-02-28	$-3,259,704
Total loss/gain on sale of assets	2023-02-28	$-360,084
Total of all expenses incurred	2023-02-28	$734,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-02-28	$733,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-02-28	$942,385
Value of total assets at end of year	2023-02-28	$6,766,958
Value of total assets at beginning of year	2023-02-28	$10,761,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-02-28	$1,099
Total interest from all sources	2023-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-02-28	$185,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-02-28	$89,012
Was this plan covered by a fidelity bond	2023-02-28	Yes
Value of fidelity bond cover	2023-02-28	$1,000,000
If this is an individual account plan, was there a blackout period	2023-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2023-02-28	No
Contributions received from participants	2023-02-28	$344,006
Income. Received or receivable in cash from other sources (including rollovers)	2023-02-28	$434,949
Other income not declared elsewhere	2023-02-28	$219
Administrative expenses (other) incurred	2023-02-28	$1,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-02-28	No
Value of net income/loss	2023-02-28	$-3,994,351
Value of net assets at end of year (total assets less liabilities)	2023-02-28	$6,766,958
Value of net assets at beginning of year (total assets less liabilities)	2023-02-28	$10,761,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-02-28	No
Were any leases to which the plan was party in default or uncollectible	2023-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-02-28	$3,200,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-02-28	$3,032,587
Value of interest in common/collective trusts at end of year	2023-02-28	$164,111
Value of interest in common/collective trusts at beginning of year	2023-02-28	$145,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-02-28	$-361,776
Net investment gain or loss from common/collective trusts	2023-02-28	$2,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-02-28	No
Was there a failure to transmit to the plan any participant contributions	2023-02-28	No
Has the plan failed to provide any benefit when due under the plan	2023-02-28	No
Assets. Invements in employer securities at end of year	2023-02-28	$3,402,188
Assets. Invements in employer securities at beginning of year	2023-02-28	$7,583,209
Contributions received in cash from employer	2023-02-28	$163,430
Income. Dividends from common stock	2023-02-28	$96,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-02-28	$733,548
Did the plan have assets held for investment	2023-02-28	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	2023-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-02-28	No
Aggregate proceeds on sale of assets	2023-02-28	$448,614
Aggregate carrying amount (costs) on sale of assets	2023-02-28	$808,698
Opinion of an independent qualified public accountant for this plan	2023-02-28	Unqualified
Accountancy firm name	2023-02-28	HOGANTAYLOR LLP
Accountancy firm EIN	2023-02-28	731413977
2022 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-02-28	$-7,599,535
Total unrealized appreciation/depreciation of assets	2022-02-28	$-7,599,535
Total transfer of assets to this plan	2022-02-28	$0
Total transfer of assets from this plan	2022-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-02-28	$0
Total income from all sources (including contributions)	2022-02-28	$-5,419,364
Total loss/gain on sale of assets	2022-02-28	$113,873
Total of all expenses incurred	2022-02-28	$1,622,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-02-28	$1,620,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-02-28	$1,571,415
Value of total assets at end of year	2022-02-28	$10,761,309
Value of total assets at beginning of year	2022-02-28	$17,802,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-02-28	$1,772
Total interest from all sources	2022-02-28	$868
Total dividends received (eg from common stock, registered investment company shares)	2022-02-28	$684,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-02-28	$299,563
Was this plan covered by a fidelity bond	2022-02-28	Yes
Value of fidelity bond cover	2022-02-28	$1,000,000
If this is an individual account plan, was there a blackout period	2022-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2022-02-28	No
Contributions received from participants	2022-02-28	$336,551
Income. Received or receivable in cash from other sources (including rollovers)	2022-02-28	$1,075,261
Other income not declared elsewhere	2022-02-28	$281
Administrative expenses (other) incurred	2022-02-28	$1,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-02-28	No
Value of net income/loss	2022-02-28	$-7,041,619
Value of net assets at end of year (total assets less liabilities)	2022-02-28	$10,761,309
Value of net assets at beginning of year (total assets less liabilities)	2022-02-28	$17,802,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-02-28	No
Were any leases to which the plan was party in default or uncollectible	2022-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-02-28	$3,032,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-02-28	$2,868,996
Interest earned on other investments	2022-02-28	$868
Value of interest in common/collective trusts at end of year	2022-02-28	$145,513
Value of interest in common/collective trusts at beginning of year	2022-02-28	$4,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-02-28	$-191,890
Net investment gain or loss from common/collective trusts	2022-02-28	$986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-02-28	No
Was there a failure to transmit to the plan any participant contributions	2022-02-28	No
Has the plan failed to provide any benefit when due under the plan	2022-02-28	No
Assets. Invements in employer securities at end of year	2022-02-28	$7,583,209
Assets. Invements in employer securities at beginning of year	2022-02-28	$14,929,737
Contributions received in cash from employer	2022-02-28	$159,603
Income. Dividends from common stock	2022-02-28	$385,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-02-28	$1,620,483
Did the plan have assets held for investment	2022-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-02-28	No
Aggregate proceeds on sale of assets	2022-02-28	$1,325,957
Aggregate carrying amount (costs) on sale of assets	2022-02-28	$1,212,084
Opinion of an independent qualified public accountant for this plan	2022-02-28	Unqualified
Accountancy firm name	2022-02-28	HOGANTAYLOR LLP
Accountancy firm EIN	2022-02-28	731413977
2021 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-02-28	$10,360,563
Total unrealized appreciation/depreciation of assets	2021-02-28	$10,360,563
Total transfer of assets to this plan	2021-02-28	$0
Total transfer of assets from this plan	2021-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-02-28	$0
Total income from all sources (including contributions)	2021-02-28	$13,227,050
Total loss/gain on sale of assets	2021-02-28	$2,616,682
Total of all expenses incurred	2021-02-28	$3,382,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-02-28	$3,380,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-02-28	$424,216
Value of total assets at end of year	2021-02-28	$17,802,928
Value of total assets at beginning of year	2021-02-28	$7,958,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-02-28	$2,186
Total interest from all sources	2021-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-02-28	$386,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-02-28	$82,302
Was this plan covered by a fidelity bond	2021-02-28	Yes
Value of fidelity bond cover	2021-02-28	$1,000,000
If this is an individual account plan, was there a blackout period	2021-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2021-02-28	No
Contributions received from participants	2021-02-28	$297,459
Other income not declared elsewhere	2021-02-28	$-1,067,265
Administrative expenses (other) incurred	2021-02-28	$2,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-02-28	No
Value of net income/loss	2021-02-28	$9,844,786
Value of net assets at end of year (total assets less liabilities)	2021-02-28	$17,802,928
Value of net assets at beginning of year (total assets less liabilities)	2021-02-28	$7,958,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-02-28	No
Were any leases to which the plan was party in default or uncollectible	2021-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-02-28	$2,868,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-02-28	$2,233,237
Value of interest in common/collective trusts at end of year	2021-02-28	$4,195
Value of interest in common/collective trusts at beginning of year	2021-02-28	$1,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-02-28	$505,807
Net investment gain or loss from common/collective trusts	2021-02-28	$52
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-02-28	No
Was there a failure to transmit to the plan any participant contributions	2021-02-28	Yes
Has the plan failed to provide any benefit when due under the plan	2021-02-28	No
Assets. Invements in employer securities at end of year	2021-02-28	$14,929,737
Assets. Invements in employer securities at beginning of year	2021-02-28	$5,723,798
Contributions received in cash from employer	2021-02-28	$126,757
Income. Dividends from common stock	2021-02-28	$304,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-02-28	$3,380,078
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-02-28	No
Did the plan have assets held for investment	2021-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-02-28	No
Aggregate proceeds on sale of assets	2021-02-28	$4,609,506
Aggregate carrying amount (costs) on sale of assets	2021-02-28	$1,992,824
Opinion of an independent qualified public accountant for this plan	2021-02-28	Unqualified
Accountancy firm name	2021-02-28	HOGANTAYLOR LLP
Accountancy firm EIN	2021-02-28	731413977
2020 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-02-29	$-3,004,280
Total unrealized appreciation/depreciation of assets	2020-02-29	$-3,004,280
Total transfer of assets from this plan	2020-02-29	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-02-29	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-02-29	$0
Total income from all sources (including contributions)	2020-02-29	$-2,186,248
Total loss/gain on sale of assets	2020-02-29	$-71,647
Total of all expenses incurred	2020-02-29	$961,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-02-29	$959,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-02-29	$472,268
Value of total assets at end of year	2020-02-29	$7,958,142
Value of total assets at beginning of year	2020-02-29	$11,105,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-02-29	$1,480
Total interest from all sources	2020-02-29	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-02-29	$302,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-02-29	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-02-29	$82,336
Was this plan covered by a fidelity bond	2020-02-29	Yes
Value of fidelity bond cover	2020-02-29	$1,000,000
If this is an individual account plan, was there a blackout period	2020-02-29	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-02-29	$0
Were there any nonexempt tranactions with any party-in-interest	2020-02-29	No
Contributions received from participants	2020-02-29	$325,979
Other income not declared elsewhere	2020-02-29	$162
Administrative expenses (other) incurred	2020-02-29	$1,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-02-29	No
Value of net income/loss	2020-02-29	$-3,147,350
Value of net assets at end of year (total assets less liabilities)	2020-02-29	$7,958,142
Value of net assets at beginning of year (total assets less liabilities)	2020-02-29	$11,105,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-02-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-02-29	No
Were any leases to which the plan was party in default or uncollectible	2020-02-29	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-02-29	$2,233,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-02-29	$2,448,757
Value of interest in common/collective trusts at end of year	2020-02-29	$1,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-02-29	$2,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-02-29	$2,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-02-29	$114,582
Net investment gain or loss from common/collective trusts	2020-02-29	$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-02-29	No
Was there a failure to transmit to the plan any participant contributions	2020-02-29	Yes
Has the plan failed to provide any benefit when due under the plan	2020-02-29	No
Assets. Invements in employer securities at end of year	2020-02-29	$5,723,798
Assets. Invements in employer securities at beginning of year	2020-02-29	$8,654,169
Contributions received in cash from employer	2020-02-29	$146,289
Income. Dividends from common stock	2020-02-29	$220,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-02-29	$959,622
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-02-29	Yes
Did the plan have assets held for investment	2020-02-29	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-02-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-02-29	No
Aggregate proceeds on sale of assets	2020-02-29	$300,390
Aggregate carrying amount (costs) on sale of assets	2020-02-29	$372,037
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-02-29	No
Opinion of an independent qualified public accountant for this plan	2020-02-29	Unqualified
Accountancy firm name	2020-02-29	HOGANTAYLOR LLP
Accountancy firm EIN	2020-02-29	731413977
2019 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-02-28	$-1,666,569
Total unrealized appreciation/depreciation of assets	2019-02-28	$-1,666,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-02-28	$0
Total income from all sources (including contributions)	2019-02-28	$-1,071,331
Total loss/gain on sale of assets	2019-02-28	$0
Total of all expenses incurred	2019-02-28	$208,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-02-28	$208,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-02-28	$423,463
Value of total assets at end of year	2019-02-28	$11,105,492
Value of total assets at beginning of year	2019-02-28	$12,384,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-02-28	$125
Total interest from all sources	2019-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-02-28	$266,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-02-28	$108,519
Administrative expenses professional fees incurred	2019-02-28	$125
Was this plan covered by a fidelity bond	2019-02-28	Yes
Value of fidelity bond cover	2019-02-28	$1,000,000
If this is an individual account plan, was there a blackout period	2019-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2019-02-28	No
Contributions received from participants	2019-02-28	$288,866
Income. Received or receivable in cash from other sources (including rollovers)	2019-02-28	$2,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-02-28	No
Value of net income/loss	2019-02-28	$-1,279,472
Value of net assets at end of year (total assets less liabilities)	2019-02-28	$11,105,492
Value of net assets at beginning of year (total assets less liabilities)	2019-02-28	$12,384,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-02-28	No
Were any leases to which the plan was party in default or uncollectible	2019-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-02-28	$2,448,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-02-28	$2,208,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-02-28	$2,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-02-28	$4,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-02-28	$4,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-02-28	$-94,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-02-28	No
Was there a failure to transmit to the plan any participant contributions	2019-02-28	Yes
Has the plan failed to provide any benefit when due under the plan	2019-02-28	No
Assets. Invements in employer securities at end of year	2019-02-28	$8,654,169
Assets. Invements in employer securities at beginning of year	2019-02-28	$10,171,502
Contributions received in cash from employer	2019-02-28	$132,463
Income. Dividends from common stock	2019-02-28	$158,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-02-28	$208,016
Did the plan have assets held for investment	2019-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-02-28	No
Opinion of an independent qualified public accountant for this plan	2019-02-28	Unqualified
Accountancy firm name	2019-02-28	HOGAN TAYLOR LLP
Accountancy firm EIN	2019-02-28	731413977
2018 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-02-28	$5,121,753
Total unrealized appreciation/depreciation of assets	2018-02-28	$5,121,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-02-28	$0
Total income from all sources (including contributions)	2018-02-28	$5,660,053
Total loss/gain on sale of assets	2018-02-28	$0
Total of all expenses incurred	2018-02-28	$266,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-02-28	$266,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-02-28	$280,288
Value of total assets at end of year	2018-02-28	$12,384,964
Value of total assets at beginning of year	2018-02-28	$6,991,738
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-02-28	$300
Total interest from all sources	2018-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-02-28	$62,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-02-28	$62,103
Administrative expenses professional fees incurred	2018-02-28	$300
Was this plan covered by a fidelity bond	2018-02-28	Yes
Value of fidelity bond cover	2018-02-28	$1,000,000
If this is an individual account plan, was there a blackout period	2018-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2018-02-28	No
Contributions received from participants	2018-02-28	$190,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-02-28	No
Value of net income/loss	2018-02-28	$5,393,226
Value of net assets at end of year (total assets less liabilities)	2018-02-28	$12,384,964
Value of net assets at beginning of year (total assets less liabilities)	2018-02-28	$6,991,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-02-28	No
Were any leases to which the plan was party in default or uncollectible	2018-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-02-28	$2,208,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-02-28	$1,858,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-02-28	$4,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-02-28	$1,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-02-28	$1,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-02-28	$195,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-02-28	No
Was there a failure to transmit to the plan any participant contributions	2018-02-28	Yes
Has the plan failed to provide any benefit when due under the plan	2018-02-28	No
Assets. Invements in employer securities at end of year	2018-02-28	$10,171,502
Assets. Invements in employer securities at beginning of year	2018-02-28	$5,131,333
Contributions received in cash from employer	2018-02-28	$89,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-02-28	$266,527
Did the plan have assets held for investment	2018-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-02-28	No
Opinion of an independent qualified public accountant for this plan	2018-02-28	Unqualified
Accountancy firm name	2018-02-28	HOGANTAYLOR LLP
Accountancy firm EIN	2018-02-28	731413977
2017 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-02-28	$0
Total plan liabilities at beginning of year	2017-02-28	$0
Total income from all sources	2017-02-28	$-223,511
Expenses. Total of all expenses incurred	2017-02-28	$12,040
Benefits paid (including direct rollovers)	2017-02-28	$11,940
Total plan assets at end of year	2017-02-28	$6,991,738
Total plan assets at beginning of year	2017-02-28	$7,227,289
Value of fidelity bond covering the plan	2017-02-28	$500,000
Total contributions received or receivable from participants	2017-02-28	$133,568
Expenses. Other expenses not covered elsewhere	2017-02-28	$100
Other income received	2017-02-28	$-419,011
Net income (gross income less expenses)	2017-02-28	$-235,551
Net plan assets at end of year (total assets less liabilities)	2017-02-28	$6,991,738
Net plan assets at beginning of year (total assets less liabilities)	2017-02-28	$7,227,289
Assets. Value of employer securities	2017-02-28	$5,131,333
Total contributions received or receivable from employer(s)	2017-02-28	$61,932
2016 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2016 401k financial data
Total income from all sources	2016-02-29	$3,742,899
Expenses. Total of all expenses incurred	2016-02-29	$2,143
Benefits paid (including direct rollovers)	2016-02-29	$2,093
Total plan assets at end of year	2016-02-29	$7,227,289
Total plan assets at beginning of year	2016-02-29	$3,486,533
Value of fidelity bond covering the plan	2016-02-29	$500,000
Total contributions received or receivable from participants	2016-02-29	$109,988
Expenses. Other expenses not covered elsewhere	2016-02-29	$50
Other income received	2016-02-29	$3,582,863
Net income (gross income less expenses)	2016-02-29	$3,740,756
Net plan assets at end of year (total assets less liabilities)	2016-02-29	$7,227,289
Net plan assets at beginning of year (total assets less liabilities)	2016-02-29	$3,486,533
Assets. Value of employer securities	2016-02-29	$5,741,030
Total contributions received or receivable from employer(s)	2016-02-29	$50,048
2015 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2015 401k financial data
Total income from all sources	2015-02-28	$613,898
Expenses. Total of all expenses incurred	2015-02-28	$44,691
Benefits paid (including direct rollovers)	2015-02-28	$43,878
Total plan assets at end of year	2015-02-28	$3,486,533
Total plan assets at beginning of year	2015-02-28	$2,917,326
Value of fidelity bond covering the plan	2015-02-28	$500,000
Total contributions received or receivable from participants	2015-02-28	$105,397
Expenses. Other expenses not covered elsewhere	2015-02-28	$813
Other income received	2015-02-28	$459,964
Net income (gross income less expenses)	2015-02-28	$569,207
Net plan assets at end of year (total assets less liabilities)	2015-02-28	$3,486,533
Net plan assets at beginning of year (total assets less liabilities)	2015-02-28	$2,917,326
Assets. Value of employer securities	2015-02-28	$2,008,722
Total contributions received or receivable from employer(s)	2015-02-28	$48,537
2014 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2014 401k financial data
Total income from all sources	2014-02-28	$500,140
Expenses. Total of all expenses incurred	2014-02-28	$433,392
Benefits paid (including direct rollovers)	2014-02-28	$433,392
Total plan assets at end of year	2014-02-28	$2,917,326
Total plan assets at beginning of year	2014-02-28	$2,850,578
Value of fidelity bond covering the plan	2014-02-28	$500,000
Total contributions received or receivable from participants	2014-02-28	$121,053
Other income received	2014-02-28	$318,560
Net income (gross income less expenses)	2014-02-28	$66,748
Net plan assets at end of year (total assets less liabilities)	2014-02-28	$2,917,326
Net plan assets at beginning of year (total assets less liabilities)	2014-02-28	$2,850,578
Assets. Value of employer securities	2014-02-28	$1,599,389
Total contributions received or receivable from employer(s)	2014-02-28	$60,527
2013 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-02-28	$0
Total plan liabilities at beginning of year	2013-02-28	$0
Total income from all sources	2013-02-28	$464,645
Expenses. Total of all expenses incurred	2013-02-28	$38,956
Benefits paid (including direct rollovers)	2013-02-28	$38,956
Total plan assets at end of year	2013-02-28	$2,850,578
Total plan assets at beginning of year	2013-02-28	$2,424,889
Value of fidelity bond covering the plan	2013-02-28	$500,000
Total contributions received or receivable from participants	2013-02-28	$135,055
Other income received	2013-02-28	$262,062
Net income (gross income less expenses)	2013-02-28	$425,689
Net plan assets at end of year (total assets less liabilities)	2013-02-28	$2,850,578
Net plan assets at beginning of year (total assets less liabilities)	2013-02-28	$2,424,889
Assets. Value of employer securities	2013-02-28	$1,499,445
Total contributions received or receivable from employer(s)	2013-02-28	$67,528
2012 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-02-29	$0
Total plan liabilities at beginning of year	2012-02-29	$0
Total income from all sources	2012-02-29	$-418,484
Expenses. Total of all expenses incurred	2012-02-29	$77,721
Benefits paid (including direct rollovers)	2012-02-29	$77,721
Total plan assets at end of year	2012-02-29	$2,424,889
Total plan assets at beginning of year	2012-02-29	$2,921,094
Value of fidelity bond covering the plan	2012-02-29	$500,000
Total contributions received or receivable from participants	2012-02-29	$148,631
Other income received	2012-02-29	$-641,430
Net income (gross income less expenses)	2012-02-29	$-496,205
Net plan assets at end of year (total assets less liabilities)	2012-02-29	$2,424,889
Net plan assets at beginning of year (total assets less liabilities)	2012-02-29	$2,921,094
Assets. Value of employer securities	2012-02-29	$1,338,645
Total contributions received or receivable from employer(s)	2012-02-29	$74,315
2011 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-02-28	$0
Total plan liabilities at beginning of year	2011-02-28	$0
Total income from all sources	2011-02-28	$636,708
Expenses. Total of all expenses incurred	2011-02-28	$12,094
Benefits paid (including direct rollovers)	2011-02-28	$12,094
Total plan assets at end of year	2011-02-28	$2,921,094
Total plan assets at beginning of year	2011-02-28	$2,296,480
Value of fidelity bond covering the plan	2011-02-28	$500,000
Total contributions received or receivable from participants	2011-02-28	$142,585
Other income received	2011-02-28	$422,830
Net income (gross income less expenses)	2011-02-28	$624,614
Net plan assets at end of year (total assets less liabilities)	2011-02-28	$2,921,094
Net plan assets at beginning of year (total assets less liabilities)	2011-02-28	$2,296,480
Assets. Value of employer securities	2011-02-28	$1,942,186
Total contributions received or receivable from employer(s)	2011-02-28	$71,293
2010 : EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-02-28	$0
Total plan liabilities at beginning of year	2010-02-28	$0
Total income from all sources	2010-02-28	$1,181,837
Expenses. Total of all expenses incurred	2010-02-28	$102,468
Benefits paid (including direct rollovers)	2010-02-28	$102,468
Total plan assets at end of year	2010-02-28	$2,296,480
Total plan assets at beginning of year	2010-02-28	$1,217,111
Value of fidelity bond covering the plan	2010-02-28	$500,000
Total contributions received or receivable from participants	2010-02-28	$146,803
Other income received	2010-02-28	$961,632
Net income (gross income less expenses)	2010-02-28	$1,079,369
Net plan assets at end of year (total assets less liabilities)	2010-02-28	$2,296,480
Net plan assets at beginning of year (total assets less liabilities)	2010-02-28	$1,217,111
Assets. Value of employer securities	2010-02-28	$1,558,140
Total contributions received or receivable from employer(s)	2010-02-28	$73,402

Form 5500 Responses for EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN

2022: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2022 form 5500 responses
2022-03-01	Type of plan entity	Single employer plan
2022-03-01	Submission has been amended	No
2022-03-01	This submission is the final filing	No
2022-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-03-01	Plan is a collectively bargained plan	No
2022-03-01	Plan funding arrangement – Trust	Yes
2022-03-01	Plan benefit arrangement - Trust	Yes
2021: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2021 form 5500 responses
2021-03-01	Type of plan entity	Single employer plan
2021-03-01	Submission has been amended	No
2021-03-01	This submission is the final filing	No
2021-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-03-01	Plan is a collectively bargained plan	No
2021-03-01	Plan funding arrangement – Trust	Yes
2021-03-01	Plan benefit arrangement - Trust	Yes
2020: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2020 form 5500 responses
2020-03-01	Type of plan entity	Single employer plan
2020-03-01	Submission has been amended	No
2020-03-01	This submission is the final filing	No
2020-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-03-01	Plan is a collectively bargained plan	No
2020-03-01	Plan funding arrangement – Trust	Yes
2020-03-01	Plan benefit arrangement - Trust	Yes
2019: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2019 form 5500 responses
2019-03-01	Type of plan entity	Single employer plan
2019-03-01	Submission has been amended	No
2019-03-01	This submission is the final filing	No
2019-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-03-01	Plan is a collectively bargained plan	No
2019-03-01	Plan funding arrangement – Trust	Yes
2019-03-01	Plan benefit arrangement - Trust	Yes
2018: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	Submission has been amended	Yes
2018-03-01	This submission is the final filing	No
2018-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-03-01	Plan is a collectively bargained plan	No
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes
2017: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2017 form 5500 responses
2017-03-01	Type of plan entity	Single employer plan
2017-03-01	Submission has been amended	No
2017-03-01	This submission is the final filing	No
2017-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-03-01	Plan is a collectively bargained plan	No
2017-03-01	Plan funding arrangement – Trust	Yes
2017-03-01	Plan benefit arrangement - Trust	Yes
2016: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Submission has been amended	No
2016-03-01	This submission is the final filing	No
2016-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-03-01	Plan is a collectively bargained plan	No
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Submission has been amended	Yes
2015-03-01	This submission is the final filing	No
2015-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-03-01	Plan is a collectively bargained plan	No
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Submission has been amended	Yes
2014-03-01	This submission is the final filing	No
2014-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-03-01	Plan is a collectively bargained plan	No
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2013 form 5500 responses
2013-03-01	Type of plan entity	Single employer plan
2013-03-01	Submission has been amended	Yes
2013-03-01	This submission is the final filing	No
2013-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-03-01	Plan is a collectively bargained plan	No
2013-03-01	Plan funding arrangement – Trust	Yes
2013-03-01	Plan benefit arrangement - Trust	Yes
2012: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2012 form 5500 responses
2012-03-01	Type of plan entity	Single employer plan
2012-03-01	Submission has been amended	Yes
2012-03-01	This submission is the final filing	No
2012-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-03-01	Plan is a collectively bargained plan	No
2012-03-01	Plan funding arrangement – Trust	Yes
2012-03-01	Plan benefit arrangement - Trust	Yes
2011: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	Submission has been amended	Yes
2011-03-01	This submission is the final filing	No
2011-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-03-01	Plan is a collectively bargained plan	No
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2010: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Submission has been amended	Yes
2010-03-01	This submission is the final filing	No
2010-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-03-01	Plan is a collectively bargained plan	No
2010-03-01	Plan funding arrangement – Trust	Yes
2010-03-01	Plan benefit arrangement - Trust	Yes
2009: EDUCATIONAL DEVELOPMENT CORPORATION EMPLOYEE 401K PLAN 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	Submission has been amended	Yes
2009-03-01	This submission is the final filing	No
2009-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-03-01	Plan is a collectively bargained plan	No
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

EDUCATIONAL DEVELOPMENT ASSOCIATES, INC. DBA ACALETICS 401(K) PLAN [EIN = 650009089]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EDUCATIONAL DEVELOPMENT CORPORATION
Employer identification number (EIN):	730750007
NAIC Classification:	425120
NAIC Description:	Wholesale Trade Agents and Brokers