Edafio Technologies, LLC 401(K) Plan — Form 5500 plan (Edafio Technologies, 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, Edafio Technologies, LLC 401(K) Plan is a benefit plan reported by Edafio Technologies, LLC under EIN 71-0855524 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $8,638,424 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edafio Technologies, LLC
EIN
71-0855524
Plan number
001
Plan type
2
Location
North Little Rock, AR
Latest filing year
2023
Participants
150
End-of-year plan assets
$8,638,424

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20240730101936NAL0031488864001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,638,424
Total liabilities (EOY)
$0
Net assets (EOY)
$8,638,424
Net assets (BOY)
$6,517,744

Income & contributions

Employer contributions
$442,019
Participant contributions
$781,356
Total contributions
$1,320,837
Total income / additions
$2,564,190

Expenses & distributions

Benefits paid
$401,973
Administrative expenses
$41,537
Total expenses
$443,510
Net increase / (decrease)
$2,120,680

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Meridan Management CompanyINVESTMENT ADVISOR$24,821not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$13,711$02023
Empower Advisory Group, LLCINVESTMENT MGMT$3,783not reported in the loaded dataset2023

Related Form 5500 pages