Edge Ofs 401(K) Plan — Form 5500 plan (Edge Ofs Holdings)
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 Ofs 401(K) Plan is a benefit plan reported by Edge Ofs Holdings under EIN 82-1529654 and plan number 001. The latest loaded filing year is 2023. The filing reports 769 participants and $3,791,755 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edge Ofs Holdings
- EIN
- 82-1529654
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 769
- End-of-year plan assets
- $3,791,755
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 769 | H, C | 20260306175220NAL0003183939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,791,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,791,755
- Net assets (BOY)
- $2,618,758
Income & contributions
- Employer contributions
- $144,291
- Participant contributions
- $984,046
- Total contributions
- $1,402,337
- Total income / additions
- $1,997,603
Expenses & distributions
- Benefits paid
- $787,005
- Administrative expenses
- $35,296
- Total expenses
- $824,606
- Net increase / (decrease)
- $1,172,997
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intrust Bank Na | INVESTMENT ADVISOR | $27,855 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $923 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27 | not reported in the loaded dataset | 2023 |