2023 Form 5500 filing — Productive Edge 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911131800NAL0007058097001) for Productive Edge 401(K) Plan, reported by Productive Edge, LLC under EIN 26-2428580 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911131800NAL0007058097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Productive Edge, LLC
- EIN
- 26-2428580
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,780,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,780,203
- Employer contributions
- $274,916
- Participant contributions
- $866,867
- Total income / additions
- $2,251,921
- Benefits paid
- $315,435
- Administrative expenses
- $36,780
- Total expenses
- $359,403
- Net increase / (decrease)
- $1,892,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Coropration | RECORDKEEPER | $35,735 | not reported in the loaded dataset |
| The Rose Financial Group | TPA | $1,045 | not reported in the loaded dataset |