Edge One 401(K) Savings Plan — Form 5500 plan (Edge One, LLC)

Plain-English plan 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, Edge One 401(K) Savings Plan is a benefit plan reported by Edge One, LLC under EIN 39-1813629 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $7,645,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edge One, LLC
EIN
39-1813629
Plan number
001
Plan type
2
Location
Stoughton, WI
Latest filing year
2023
Participants
151
End-of-year plan assets
$7,645,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20241010134051NAL0010037171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,645,484
Total liabilities (EOY)
$0
Net assets (EOY)
$7,645,484
Net assets (BOY)
$6,701,839

Income & contributions

Employer contributions
$478,763
Participant contributions
$573,877
Total contributions
$1,239,006
Total income / additions
$2,284,488

Expenses & distributions

Benefits paid
$1,340,080
Administrative expenses
$763
Total expenses
$1,340,843
Net increase / (decrease)
$943,645

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$0$17,3052023
Fidelity Investments InstitutionalRECORDKEEPER$763$02023

Related Form 5500 pages