Edge Technology Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Edge Technology Services, Inc.)

Plain-English plan 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, Edge Technology Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Edge Technology Services, Inc. under EIN 06-1568661 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $3,076,598 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edge Technology Services, Inc.
EIN
06-1568661
Plan number
001
Plan type
2
Location
North Haven, CT
Latest filing year
2023
Participants
133
End-of-year plan assets
$3,076,598

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241010135533NAL0021118945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,076,598
Total liabilities (EOY)
$0
Net assets (EOY)
$3,076,598
Net assets (BOY)
$2,560,615

Income & contributions

Employer contributions
$0
Participant contributions
$177,633
Total contributions
$177,633
Total income / additions
$616,627

Expenses & distributions

Benefits paid
$95,160
Administrative expenses
$5,484
Total expenses
$100,644
Net increase / (decrease)
$515,983

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hooker And Holcombe Invt AdvisorsADVISOR$5,384not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$100$02023

Related Form 5500 pages