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, Edgewood Management Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Edgewood Management Group, LLC under EIN 26-3415102 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,488 participants and $33,985,104 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,985,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,985,104
- Net assets (BOY)
- $27,210,728
Income & contributions
- Employer contributions
- $1,331,471
- Participant contributions
- $3,611,195
- Total contributions
- $5,465,180
- Total income / additions
- $10,342,110
Expenses & distributions
- Benefits paid
- $3,418,592
- Administrative expenses
- $113,466
- Total expenses
- $3,567,734
- Net increase / (decrease)
- $6,774,376