2023 Form 5500 filing — Marginedge 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 20240923220337NAL0011997025003) for Marginedge 401(K) Plan, reported by Marginedge Co under EIN 47-3665792 and plan number 001. It reports 223 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)$6.6MReported net assets$6,637,140
Participants223
Provider compensation$6.4K1 Schedule C row(s)$6,414
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923220337NAL0011997025003
Plan sponsor
Marginedge Co
EIN
47-3665792
Plan number
001
Location
Falls Church, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$6.6M total assets
Net assets$6.6MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$149.5K
Benefits paid / distributions$142.2K
Contributions
Employer$557.7K
Participant$1.3M
Full reported line items
Total assets (EOY)
$6,637,140
Total liabilities (EOY)
$0
Net assets (EOY)
$6,637,140
Employer contributions
$557,698
Participant contributions
$1,348,884
Total income / additions
$3,558,298
Benefits paid
$142,157
Administrative expenses
$6,414
Total expenses
$149,458
Net increase / (decrease)
$3,408,840
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $6.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923220337NAL0011997025003 cover?
It is the 2023 Form 5500 filing for Marginedge 401(K) Plan, reported by Marginedge Co (EIN 47-3665792).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages