Retirement plan

ECM PROFIT-SHARING PLAN

Name: EDGEMOOR INVESTMENT ADVISORS, INC. - ECM PROFIT-SHARING PLAN (2023) Form 5500
Creator: EDGEMOOR INVESTMENT ADVISORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ECM PROFIT-SHARING PLAN, EDGEMOOR INVESTMENT ADVISORS, INC.

EDGEMOOR INVESTMENT ADVISORS, INC.EIN 52-2202829Plan #001PY 2023

7250 WOODMONT AVENUE, SUITE 315 - BETHESDA, MD 20814301-543-8881edgemoorinv.comLinkedIn1-10 employeesinvestment management

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$5.6M

+41.3% from 2022

Total participants

+10.0% from 2022

Average account balance

$556,801

+13.1% from 2022

Annual return

34.56%

+51.13 pp from 2022

Benchmarks

See 36,154 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort36,154 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.10M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$828K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$283K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.42%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$556,801

$185,905+199.5%

$170,057+227.4%

$139,487+299.2%

Participation rate

88.9%

87.8%+1.1pp

87.0%+1.9pp

80.3%+8.6pp

Annual return

34.56%

60.56%-26.0pp

53.42%-18.9pp

373.84%-339.3pp

Employer contribution / active EE

$13,968

$7,597+83.9%

$6,790+105.7%

$4,755+193.8%

Participant deferral / active EE

$15,635

$11,627+34.5%

$10,411+50.2%

$6,713+132.9%

Admin fee / account holder

$15,397-100.0%

$12,826-100.0%

$11,407-100.0%

ECM PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ECM PROFIT-SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion