2023 Form 5500 filing — Edge Ofs 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 20260306175220NAL0003183939001) for Edge Ofs 401(K) Plan, reported by Edge Ofs Holdings under EIN 82-1529654 and plan number 001. It reports 769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.8MReported net assets$3,791,755
Participants769
Provider compensation$28.8K3 Schedule C row(s)$28,805
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20260306175220NAL0003183939001
- Plan sponsor
- Edge Ofs Holdings
- EIN
- 82-1529654
- Plan number
- 001
- Location
- Tulsa, OK
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,791,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,791,755
- Employer contributions
- $144,291
- Participant contributions
- $984,046
- Total income / additions
- $1,997,603
- Benefits paid
- $787,005
- Administrative expenses
- $35,296
- Total expenses
- $824,606
- Net increase / (decrease)
- $1,172,997
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Intrust Bank Na | INVESTMENT ADVISOR | $27,855 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $923 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27 | not reported in the loaded dataset |