2023 Form 5500 filing — Edgewood Management Group, LLC 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 20241014174024NAL0026859233001) for Edgewood Management Group, LLC 401(K) Profit Sharing Plan, reported by Edgewood Management Group, LLC under EIN 26-3415102 and plan number 001. It reports 3,488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174024NAL0026859233001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Edgewood Management Group, LLC
- EIN
- 26-3415102
- Plan number
- 001
- Location
- Grand Forks, ND
- Participants
- 3,488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,985,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,985,104
- Employer contributions
- $1,331,471
- Participant contributions
- $3,611,195
- Total income / additions
- $10,342,110
- Benefits paid
- $3,418,592
- Administrative expenses
- $113,466
- Total expenses
- $3,567,734
- Net increase / (decrease)
- $6,774,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $83,766 | $0 |
| Eide Bailly Llp | AUDITOR | $29,700 | not reported in the loaded dataset |