Edge Home Finance Corporation 401k Plan — Form 5500 plan (Edge Home Finance Corporation)
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 Home Finance Corporation 401k Plan is a benefit plan reported by Edge Home Finance Corporation under EIN 45-3718999 and plan number 001. The latest loaded filing year is 2023. The filing reports 624 participants and $6,115,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edge Home Finance Corporation
- EIN
- 45-3718999
- Plan number
- 001
- Plan type
- 2
- Location
- Minnetonka, MN
- Latest filing year
- 2023
- Participants
- 624
- End-of-year plan assets
- $6,115,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 624 | H, C | 20241015170615NAL0058872114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,115,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,115,521
- Net assets (BOY)
- $4,409,361
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,068,602
- Total contributions
- $1,458,315
- Total income / additions
- $2,240,803
Expenses & distributions
- Benefits paid
- $520,796
- Administrative expenses
- $12,766
- Total expenses
- $534,643
- Net increase / (decrease)
- $1,706,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $2,393 | $13,780 | 2023 |
| Adp | RECORD KEEPER | $10,787 | $0 | 2023 |