Plan5500

Productive Edge 401(K) Plan — Form 5500 plan (Productive Edge, LLC)

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, Productive Edge 401(K) Plan is a benefit plan reported by Productive Edge, LLC under EIN 26-2428580 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $6,780,203 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Productive Edge, LLC
EIN
26-2428580
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
131
End-of-year plan assets
$6,780,203

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20240911131800NAL0007058097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,780,203
Total liabilities (EOY)
$0
Net assets (EOY)
$6,780,203
Net assets (BOY)
$4,887,685

Income & contributions

Employer contributions
$274,916
Participant contributions
$866,867
Total contributions
$1,143,441
Total income / additions
$2,251,921

Expenses & distributions

Benefits paid
$315,435
Administrative expenses
$36,780
Total expenses
$359,403
Net increase / (decrease)
$1,892,518

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CoroprationRECORDKEEPER$35,735not reported in the loaded dataset2023
The Rose Financial GroupTPA$1,045not reported in the loaded dataset2023

Related Form 5500 pages