2023 Form 5500 filing — Edge Technology Services, Inc. 401(K) Profit Sharing 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 20241010135533NAL0021118945001) for Edge Technology Services, Inc. 401(K) Profit Sharing Plan, reported by Edge Technology Services, Inc. under EIN 06-1568661 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010135533NAL0021118945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edge Technology Services, Inc.
- EIN
- 06-1568661
- Plan number
- 001
- Location
- North Haven, CT
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,076,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,076,598
- Employer contributions
- $0
- Participant contributions
- $177,633
- Total income / additions
- $616,627
- Benefits paid
- $95,160
- Administrative expenses
- $5,484
- Total expenses
- $100,644
- Net increase / (decrease)
- $515,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hooker And Holcombe Invt Advisors | ADVISOR | $5,384 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $100 | $0 |