Edgewood Management Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Edgewood Management Group, LLC (EIN 26-3415102) is a plan sponsor located in Grand Forks, ND with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-3415102
Location
Grand Forks, ND
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$33,985,104
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$33,985,104

Contributions & income

Employer contributions
$1,331,471
Participant contributions
$3,611,195
Total income / additions
$10,342,110

Expenses & distributions

Benefits paid / distributions
$3,418,592
Total expenses
$3,567,734
Net increase / (decrease)
$6,774,376

Coverage

Total reported participants
5,573
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Edgewood Management Group, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Edgewood Management Group, LLC 401(K) Profit Sharing Plan0013,488$33,985,1042023
Edgewood Management Group Benefit Plan5012,085not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Edgewood Management Group, LLC
YearPlanParticipantsSchedulesFiling
2023Edgewood Management Group Benefit Plan2,085C20240715135240NAL0001354017001
2023Edgewood Management Group, LLC 401(K) Profit Sharing Plan3,488H, C20241014174024NAL0026859233001

Related Form 5500 pages