2023 Form 5500 filing — Edge Home Finance Corporation 401k 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 20241015170615NAL0058872114001) for Edge Home Finance Corporation 401k Plan, reported by Edge Home Finance Corporation under EIN 45-3718999 and plan number 001. It reports 624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170615NAL0058872114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edge Home Finance Corporation
- EIN
- 45-3718999
- Plan number
- 001
- Location
- Minnetonka, MN
- Participants
- 624
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,115,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,115,521
- Employer contributions
- $0
- Participant contributions
- $1,068,602
- Total income / additions
- $2,240,803
- Benefits paid
- $520,796
- Administrative expenses
- $12,766
- Total expenses
- $534,643
- Net increase / (decrease)
- $1,706,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $2,393 | $13,780 |
| Adp | RECORD KEEPER | $10,787 | $0 |