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EDWARDS, INC. SAVINGS PLUS PLAN 401k Plan overview

Plan NameEDWARDS, INC. SAVINGS PLUS PLAN
Plan identification number 001

EDWARDS, INC. SAVINGS PLUS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EDWARDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:EDWARDS, INC.
Employer identification number (EIN):561429918
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARDS, INC. SAVINGS PLUS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01SHARON EVANS
0012023-01-01
0012023-01-01SHARON EVANS
0012022-01-01
0012022-01-01SHARON EVANS
0012021-01-01
0012021-01-01SHARON EVANS
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHARON EVANS
0012016-01-01SHARON EVANS
0012015-01-01SHARON EVANS
0012014-01-01SHARON EVANS
0012013-01-01SHARON EVANS
0012012-01-01SHARON EVANS
0012011-01-01SHARON EVANS
0012009-01-01SHARON EVANS SHARON EVANS2010-08-16

Plan Statistics for EDWARDS, INC. SAVINGS PLUS PLAN

401k plan membership statisitcs for EDWARDS, INC. SAVINGS PLUS PLAN

Measure Date Value
2023: EDWARDS, INC. SAVINGS PLUS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01398
Total number of active participants reported on line 7a of the Form 55002023-01-01394
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0137
Total of all active and inactive participants2023-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01435
Number of participants with account balances2023-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-015
2022: EDWARDS, INC. SAVINGS PLUS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01413
Total number of active participants reported on line 7a of the Form 55002022-01-01351
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01392
Number of participants with account balances2022-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: EDWARDS, INC. SAVINGS PLUS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01411
Total number of active participants reported on line 7a of the Form 55002021-01-01367
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01408
Number of participants with account balances2021-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: EDWARDS, INC. SAVINGS PLUS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01404
Total number of active participants reported on line 7a of the Form 55002020-01-01359
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01398
Number of participants with account balances2020-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: EDWARDS, INC. SAVINGS PLUS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01395
Total number of active participants reported on line 7a of the Form 55002019-01-01367
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01390
Number of participants with account balances2019-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: EDWARDS, INC. SAVINGS PLUS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01389
Total number of active participants reported on line 7a of the Form 55002018-01-01363
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01390
Number of participants with account balances2018-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: EDWARDS, INC. SAVINGS PLUS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01382
Total number of active participants reported on line 7a of the Form 55002017-01-01362
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01386
Number of participants with account balances2017-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: EDWARDS, INC. SAVINGS PLUS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01357
Total number of active participants reported on line 7a of the Form 55002016-01-01354
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01373
Number of participants with account balances2016-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: EDWARDS, INC. SAVINGS PLUS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01330
Total number of active participants reported on line 7a of the Form 55002015-01-01323
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01345
Number of participants with account balances2015-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: EDWARDS, INC. SAVINGS PLUS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01322
Total number of active participants reported on line 7a of the Form 55002014-01-01308
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01325
Number of participants with account balances2014-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: EDWARDS, INC. SAVINGS PLUS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01342
Total number of active participants reported on line 7a of the Form 55002013-01-01299
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01317
Number of participants with account balances2013-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EDWARDS, INC. SAVINGS PLUS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01348
Total number of active participants reported on line 7a of the Form 55002012-01-01310
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01333
Number of participants with account balances2012-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: EDWARDS, INC. SAVINGS PLUS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01347
Total number of active participants reported on line 7a of the Form 55002011-01-01314
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01337
Number of participants with account balances2011-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: EDWARDS, INC. SAVINGS PLUS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01354
Total number of active participants reported on line 7a of the Form 55002009-01-01314
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01341
Number of participants with account balances2009-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on EDWARDS, INC. SAVINGS PLUS PLAN

Measure Date Value
2023 : EDWARDS, INC. SAVINGS PLUS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,110,386
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,519,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,436,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,421,808
Value of total assets at end of year2023-12-31$17,054,678
Value of total assets at beginning of year2023-12-31$14,463,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$83,499
Total interest from all sources2023-12-31$25,502
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$467,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$467,241
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,069,986
Participant contributions at end of year2023-12-31$431,344
Participant contributions at beginning of year2023-12-31$519,972
Participant contributions at end of year2023-12-31$30,672
Participant contributions at beginning of year2023-12-31$25,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,590,687
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,054,678
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$14,463,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$15,016,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,998,153
Interest on participant loans2023-12-31$25,502
Value of interest in common/collective trusts at end of year2023-12-31$1,565,884
Value of interest in common/collective trusts at beginning of year2023-12-31$1,911,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,195,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$351,822
Employer contributions (assets) at end of year2023-12-31$10,347
Employer contributions (assets) at beginning of year2023-12-31$8,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,436,200
Contract administrator fees2023-12-31$80,233
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ANTHONY, TABB & CREEL, P.A.
Accountancy firm EIN2023-12-31561717557
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$4,110,386
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,519,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,436,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,421,808
Value of total assets at end of year2023-01-01$17,054,678
Value of total assets at beginning of year2023-01-01$14,463,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$83,499
Total interest from all sources2023-01-01$25,502
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$467,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$467,241
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,069,986
Participant contributions at end of year2023-01-01$431,344
Participant contributions at beginning of year2023-01-01$519,972
Participant contributions at end of year2023-01-01$30,672
Participant contributions at beginning of year2023-01-01$25,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,590,687
Value of net assets at end of year (total assets less liabilities)2023-01-01$17,054,678
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$14,463,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$15,016,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$11,998,153
Interest on participant loans2023-01-01$25,502
Value of interest in common/collective trusts at end of year2023-01-01$1,565,884
Value of interest in common/collective trusts at beginning of year2023-01-01$1,911,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,195,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$351,822
Employer contributions (assets) at end of year2023-01-01$10,347
Employer contributions (assets) at beginning of year2023-01-01$8,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,436,200
Contract administrator fees2023-01-01$80,233
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01ANTHONY, TABB & CREEL, P.A.
Accountancy firm EIN2023-01-01561717557
2022 : EDWARDS, INC. SAVINGS PLUS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,846,573
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,150,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,058,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,272,939
Value of total assets at end of year2022-12-31$14,463,991
Value of total assets at beginning of year2022-12-31$17,460,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$91,795
Total interest from all sources2022-12-31$23,958
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$396,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$396,911
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$971,947
Participant contributions at end of year2022-12-31$519,972
Participant contributions at beginning of year2022-12-31$530,831
Participant contributions at end of year2022-12-31$8,913
Participant contributions at beginning of year2022-12-31$25,905
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$28,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,996,626
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,463,991
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,460,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,998,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,430,762
Interest on participant loans2022-12-31$23,958
Value of interest in common/collective trusts at end of year2022-12-31$1,911,143
Value of interest in common/collective trusts at beginning of year2022-12-31$1,468,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,540,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$272,374
Employer contributions (assets) at end of year2022-12-31$25,810
Employer contributions (assets) at beginning of year2022-12-31$4,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,058,258
Contract administrator fees2022-12-31$91,795
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANTHONY, TABB & CREEL, P.A.
Accountancy firm EIN2022-12-31561717557
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,846,573
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,150,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,058,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,272,939
Value of total assets at end of year2022-01-01$14,463,991
Value of total assets at beginning of year2022-01-01$17,460,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$91,795
Total interest from all sources2022-01-01$23,958
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$396,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$396,911
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$971,947
Participant contributions at end of year2022-01-01$519,972
Participant contributions at beginning of year2022-01-01$530,831
Participant contributions at end of year2022-01-01$8,913
Participant contributions at beginning of year2022-01-01$25,905
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$28,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,996,626
Value of net assets at end of year (total assets less liabilities)2022-01-01$14,463,991
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$17,460,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$11,998,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$15,430,762
Interest on participant loans2022-01-01$23,958
Value of interest in common/collective trusts at end of year2022-01-01$1,911,143
Value of interest in common/collective trusts at beginning of year2022-01-01$1,468,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,540,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$272,374
Employer contributions (assets) at end of year2022-01-01$25,810
Employer contributions (assets) at beginning of year2022-01-01$4,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,058,258
Contract administrator fees2022-01-01$91,795
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01ANTHONY, TABB & CREEL, P.A.
Accountancy firm EIN2022-01-01561717557
2021 : EDWARDS, INC. SAVINGS PLUS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,220,960
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$619,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$523,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,085,460
Value of total assets at end of year2021-12-31$17,460,617
Value of total assets at beginning of year2021-12-31$14,859,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$96,190
Total interest from all sources2021-12-31$21,532
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,363,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,363,710
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$936,262
Participant contributions at end of year2021-12-31$530,831
Participant contributions at beginning of year2021-12-31$331,095
Participant contributions at end of year2021-12-31$25,905
Participant contributions at beginning of year2021-12-31$22,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,601,369
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,460,617
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,859,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,430,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,953,294
Interest on participant loans2021-12-31$21,532
Value of interest in common/collective trusts at end of year2021-12-31$1,468,811
Value of interest in common/collective trusts at beginning of year2021-12-31$1,549,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$750,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$149,198
Employer contributions (assets) at end of year2021-12-31$4,308
Employer contributions (assets) at beginning of year2021-12-31$3,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$523,401
Contract administrator fees2021-12-31$96,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANTHONY & TABB,PA
Accountancy firm EIN2021-12-31561717557
2020 : EDWARDS, INC. SAVINGS PLUS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,229,301
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,004,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$931,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,047,923
Value of total assets at end of year2020-12-31$14,859,248
Value of total assets at beginning of year2020-12-31$12,634,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$72,903
Total interest from all sources2020-12-31$21,558
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$372,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$372,880
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$899,037
Participant contributions at end of year2020-12-31$331,095
Participant contributions at beginning of year2020-12-31$382,050
Participant contributions at end of year2020-12-31$22,111
Participant contributions at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,224,962
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,859,248
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,634,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,953,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,834,888
Interest on participant loans2020-12-31$21,558
Value of interest in common/collective trusts at end of year2020-12-31$1,549,102
Value of interest in common/collective trusts at beginning of year2020-12-31$1,417,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,787,236
Net investment gain or loss from common/collective trusts2020-12-31$-296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$148,886
Employer contributions (assets) at end of year2020-12-31$3,646
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$931,436
Contract administrator fees2020-12-31$72,903
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ANTHONY & TABB, PA
Accountancy firm EIN2020-12-31561717557
2019 : EDWARDS, INC. SAVINGS PLUS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,183,329
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$405,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$342,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,008,346
Value of total assets at end of year2019-12-31$12,634,286
Value of total assets at beginning of year2019-12-31$9,856,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,939
Total interest from all sources2019-12-31$18,779
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$374,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$374,390
Administrative expenses professional fees incurred2019-12-31$45,238
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$849,815
Participant contributions at end of year2019-12-31$382,050
Participant contributions at beginning of year2019-12-31$349,142
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$8,524
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,464
Total non interest bearing cash at end of year2019-12-31$124
Total non interest bearing cash at beginning of year2019-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,777,826
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,634,286
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,856,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,834,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,297,505
Interest on participant loans2019-12-31$18,779
Value of interest in common/collective trusts at end of year2019-12-31$1,417,224
Value of interest in common/collective trusts at beginning of year2019-12-31$1,201,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,757,151
Net investment gain or loss from common/collective trusts2019-12-31$24,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$148,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$342,564
Contract administrator fees2019-12-31$17,701
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANTHONY & TABB, PA
Accountancy firm EIN2019-12-31561717557
2018 : EDWARDS, INC. SAVINGS PLUS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$508,516
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$475,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$417,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,015,599
Value of total assets at end of year2018-12-31$9,856,460
Value of total assets at beginning of year2018-12-31$9,823,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,323
Total interest from all sources2018-12-31$16,625
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$354,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$354,139
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$730,865
Participant contributions at end of year2018-12-31$349,142
Participant contributions at beginning of year2018-12-31$322,725
Participant contributions at end of year2018-12-31$8,524
Participant contributions at beginning of year2018-12-31$7,851
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$159,918
Administrative expenses (other) incurred2018-12-31$57,323
Total non interest bearing cash at end of year2018-12-31$100
Total non interest bearing cash at beginning of year2018-12-31$7,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$33,300
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,856,460
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,823,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,297,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,296,831
Interest on participant loans2018-12-31$16,625
Value of interest in common/collective trusts at end of year2018-12-31$1,201,189
Value of interest in common/collective trusts at beginning of year2018-12-31$1,188,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-894,856
Net investment gain or loss from common/collective trusts2018-12-31$17,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$124,816
Employer contributions (assets) at beginning of year2018-12-31$43
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$417,893
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANTHONY & TABB, PA
Accountancy firm EIN2018-12-31561717557
2017 : EDWARDS, INC. SAVINGS PLUS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,135,216
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$350,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$303,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$745,897
Value of total assets at end of year2017-12-31$9,823,160
Value of total assets at beginning of year2017-12-31$8,038,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,606
Total interest from all sources2017-12-31$14,787
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$300,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$300,410
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$633,639
Participant contributions at end of year2017-12-31$322,725
Participant contributions at beginning of year2017-12-31$341,593
Participant contributions at end of year2017-12-31$7,851
Participant contributions at beginning of year2017-12-31$6,537
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,949
Administrative expenses (other) incurred2017-12-31$46,606
Total non interest bearing cash at end of year2017-12-31$7,550
Total non interest bearing cash at beginning of year2017-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,785,059
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,823,160
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,038,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,296,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,223,703
Interest on participant loans2017-12-31$14,787
Value of interest in common/collective trusts at end of year2017-12-31$1,188,160
Value of interest in common/collective trusts at beginning of year2017-12-31$1,465,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,058,966
Net investment gain or loss from common/collective trusts2017-12-31$15,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$109,309
Employer contributions (assets) at end of year2017-12-31$43
Employer contributions (assets) at beginning of year2017-12-31$1,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$303,551
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANTHONY & TABB, PA
Accountancy firm EIN2017-12-31561717557
2016 : EDWARDS, INC. SAVINGS PLUS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,199,851
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$243,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$198,716
Value of total corrective distributions2016-12-31$5,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$661,205
Value of total assets at end of year2016-12-31$8,038,101
Value of total assets at beginning of year2016-12-31$7,081,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,042
Total interest from all sources2016-12-31$12,947
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$168,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$168,004
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$539,104
Participant contributions at end of year2016-12-31$341,593
Participant contributions at beginning of year2016-12-31$264,133
Participant contributions at end of year2016-12-31$6,537
Participant contributions at beginning of year2016-12-31$5,062
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,994
Administrative expenses (other) incurred2016-12-31$39,042
Total non interest bearing cash at end of year2016-12-31$150
Total non interest bearing cash at beginning of year2016-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$956,693
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,038,101
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,081,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,223,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,421,967
Interest on participant loans2016-12-31$12,947
Value of interest in common/collective trusts at end of year2016-12-31$1,465,014
Value of interest in common/collective trusts at beginning of year2016-12-31$1,389,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$344,809
Net investment gain or loss from common/collective trusts2016-12-31$12,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$93,107
Employer contributions (assets) at end of year2016-12-31$1,104
Employer contributions (assets) at beginning of year2016-12-31$851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$198,716
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ANTHONY & TABB, PA
Accountancy firm EIN2016-12-31561717557
2015 : EDWARDS, INC. SAVINGS PLUS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$612,797
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$367,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$330,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$569,023
Value of total assets at end of year2015-12-31$7,081,408
Value of total assets at beginning of year2015-12-31$6,836,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,081
Total interest from all sources2015-12-31$11,209
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$316,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$316,220
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$486,787
Participant contributions at end of year2015-12-31$264,133
Participant contributions at beginning of year2015-12-31$295,887
Participant contributions at end of year2015-12-31$5,062
Administrative expenses (other) incurred2015-12-31$37,081
Total non interest bearing cash at end of year2015-12-31$300
Total non interest bearing cash at beginning of year2015-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$244,822
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,081,408
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,836,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,421,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,644,377
Interest on participant loans2015-12-31$11,209
Value of interest in common/collective trusts at end of year2015-12-31$1,389,095
Value of interest in common/collective trusts at beginning of year2015-12-31$896,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-290,469
Net investment gain or loss from common/collective trusts2015-12-31$6,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$82,236
Employer contributions (assets) at end of year2015-12-31$851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$330,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ANTHONY & TABB, PA
Accountancy firm EIN2015-12-31561717557
2014 : EDWARDS, INC. SAVINGS PLUS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$884,468
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$727,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$694,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$491,915
Value of total assets at end of year2014-12-31$6,836,586
Value of total assets at beginning of year2014-12-31$6,679,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,025
Total interest from all sources2014-12-31$13,384
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$257,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$257,139
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$417,813
Participant contributions at end of year2014-12-31$295,887
Participant contributions at beginning of year2014-12-31$372,951
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,477
Administrative expenses (other) incurred2014-12-31$33,025
Total non interest bearing cash at end of year2014-12-31$200
Total non interest bearing cash at beginning of year2014-12-31$19,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$156,924
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,836,586
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,679,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,644,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,349,555
Interest on participant loans2014-12-31$13,384
Value of interest in common/collective trusts at end of year2014-12-31$896,122
Value of interest in common/collective trusts at beginning of year2014-12-31$937,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$116,295
Net investment gain or loss from common/collective trusts2014-12-31$5,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$68,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$694,519
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ANTHONY & TABB, PA
Accountancy firm EIN2014-12-31561717557
2013 : EDWARDS, INC. SAVINGS PLUS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,298,695
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$472,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$444,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$484,619
Value of total assets at end of year2013-12-31$6,679,662
Value of total assets at beginning of year2013-12-31$5,853,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,747
Total interest from all sources2013-12-31$15,170
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$170,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$170,519
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$402,760
Participant contributions at end of year2013-12-31$372,951
Participant contributions at beginning of year2013-12-31$373,026
Participant contributions at beginning of year2013-12-31$14,191
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,007
Administrative expenses (other) incurred2013-12-31$27,747
Total non interest bearing cash at end of year2013-12-31$19,451
Total non interest bearing cash at beginning of year2013-12-31$504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$826,434
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,679,662
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,853,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,349,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,530,432
Interest on participant loans2013-12-31$15,170
Value of interest in common/collective trusts at end of year2013-12-31$937,705
Value of interest in common/collective trusts at beginning of year2013-12-31$932,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$620,556
Net investment gain or loss from common/collective trusts2013-12-31$7,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$65,852
Employer contributions (assets) at beginning of year2013-12-31$2,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$444,514
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ANTHONY & TABB, PA
Accountancy firm EIN2013-12-31561717557
2012 : EDWARDS, INC. SAVINGS PLUS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,046,219
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$182,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$152,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$512,053
Value of total assets at end of year2012-12-31$5,853,228
Value of total assets at beginning of year2012-12-31$4,989,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,517
Total interest from all sources2012-12-31$12,434
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$161,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$161,761
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$382,928
Participant contributions at end of year2012-12-31$373,026
Participant contributions at beginning of year2012-12-31$322,131
Participant contributions at end of year2012-12-31$14,191
Participant contributions at beginning of year2012-12-31$14,357
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$65,505
Administrative expenses (other) incurred2012-12-31$30,517
Total non interest bearing cash at end of year2012-12-31$504
Total non interest bearing cash at beginning of year2012-12-31$343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$863,510
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,853,228
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,989,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,530,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,797,957
Interest on participant loans2012-12-31$12,434
Value of interest in common/collective trusts at end of year2012-12-31$932,514
Value of interest in common/collective trusts at beginning of year2012-12-31$852,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$347,740
Net investment gain or loss from common/collective trusts2012-12-31$12,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$63,620
Employer contributions (assets) at end of year2012-12-31$2,561
Employer contributions (assets) at beginning of year2012-12-31$2,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$152,192
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ANTHONEY TABB, P.A.
Accountancy firm EIN2012-12-31561717557
2011 : EDWARDS, INC. SAVINGS PLUS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$410,904
Total loss/gain on sale of assets2011-12-31$72,364
Total of all expenses incurred2011-12-31$358,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$324,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$431,577
Value of total assets at end of year2011-12-31$4,989,718
Value of total assets at beginning of year2011-12-31$4,937,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,555
Total interest from all sources2011-12-31$10,839
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$139,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$139,945
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$372,948
Participant contributions at end of year2011-12-31$322,131
Participant contributions at beginning of year2011-12-31$237,275
Participant contributions at end of year2011-12-31$14,357
Participant contributions at beginning of year2011-12-31$12,619
Administrative expenses (other) incurred2011-12-31$34,555
Total non interest bearing cash at end of year2011-12-31$343
Total non interest bearing cash at beginning of year2011-12-31$578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$52,088
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,989,718
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,937,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,797,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,881,916
Interest on participant loans2011-12-31$10,839
Value of interest in common/collective trusts at end of year2011-12-31$852,411
Value of interest in common/collective trusts at beginning of year2011-12-31$803,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-258,682
Net investment gain or loss from common/collective trusts2011-12-31$14,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$58,629
Employer contributions (assets) at end of year2011-12-31$2,519
Employer contributions (assets) at beginning of year2011-12-31$2,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$324,261
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,289,054
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,216,690
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PITTARD PERRY & CRONE, INC.
Accountancy firm EIN2011-12-31561081567
2010 : EDWARDS, INC. SAVINGS PLUS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$891,276
Total loss/gain on sale of assets2010-12-31$-43,028
Total of all expenses incurred2010-12-31$534,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$498,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$454,126
Value of total assets at end of year2010-12-31$4,937,630
Value of total assets at beginning of year2010-12-31$4,581,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$36,593
Total interest from all sources2010-12-31$9,928
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$91,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$91,863
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$358,756
Participant contributions at end of year2010-12-31$237,275
Participant contributions at beginning of year2010-12-31$249,466
Participant contributions at end of year2010-12-31$12,619
Participant contributions at beginning of year2010-12-31$11,845
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$41,815
Total non interest bearing cash at end of year2010-12-31$578
Total non interest bearing cash at beginning of year2010-12-31$10,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$356,429
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,937,630
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,581,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$36,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,881,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,503,930
Interest on participant loans2010-12-31$9,928
Value of interest in common/collective trusts at end of year2010-12-31$803,173
Value of interest in common/collective trusts at beginning of year2010-12-31$803,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$354,076
Net investment gain or loss from common/collective trusts2010-12-31$24,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$53,555
Employer contributions (assets) at end of year2010-12-31$2,069
Employer contributions (assets) at beginning of year2010-12-31$1,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$498,254
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,204,521
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,247,549
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PITTARD PERRY & CRONE, INC.
Accountancy firm EIN2010-12-31561081567
2009 : EDWARDS, INC. SAVINGS PLUS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EDWARDS, INC. SAVINGS PLUS PLAN

2023: EDWARDS, INC. SAVINGS PLUS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EDWARDS, INC. SAVINGS PLUS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EDWARDS, INC. SAVINGS PLUS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EDWARDS, INC. SAVINGS PLUS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EDWARDS, INC. SAVINGS PLUS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EDWARDS, INC. SAVINGS PLUS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EDWARDS, INC. SAVINGS PLUS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EDWARDS, INC. SAVINGS PLUS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EDWARDS, INC. SAVINGS PLUS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDWARDS, INC. SAVINGS PLUS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDWARDS, INC. SAVINGS PLUS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDWARDS, INC. SAVINGS PLUS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDWARDS, INC. SAVINGS PLUS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EDWARDS, INC. SAVINGS PLUS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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