Plan5500

Cedaredge, CO Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cedaredge, CO has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,120,339 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Cedaredge

  • 3 loaded plans hold $4.1M in reported assets across 2 sponsors.
  • The largest, Impact Mhc Management, LLC 401(K) Plan, holds 100% of reported Cedaredge plan assets.
  • Plans cover 748 participants — about 249 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,117,098
Total reported assets$4.1M$4,120,339
Total reported participants748
Total reported liabilities$3.2K$3,241

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities$3.2K
Contributions & income
Employer contributions$311.6K
Participant contributions$584.6K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$307.7K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cedaredge, CO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Cedaredge market comparison

Largest plan share of assets100%Impact Mhc Management, LLC 401(K) Plan
Participants per plan249Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Cedaredge

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Impact Mhc Management, LLC 401(K) Plan$4.1M
    Impact Mhc Management, LLC · 2023
  2. 2
    Cedaredge Wine And Spirits, Inc. 401(K) Plan$0
    Cedaredge Wine And Spirits, Inc. · 2023
  3. 3
    Impact Mhc, LLC Wrap Plannot reported in the loaded dataset
    Impact Mhc, LLC · 2023

Largest plans in Cedaredge → · Cedaredge plans by participants → · Cedaredge plans with financial data → · Cedaredge plans with provider compensation → · $1B+ plans in Cedaredge →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cedaredge, CO?
3 plan(s) reported by 2 sponsor(s) are loaded for Cedaredge, CO.

Related Form 5500 pages