Edifice, Inc. 401(K) Plan — Form 5500 plan (Edifice, 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, Edifice, Inc. 401(K) Plan is a benefit plan reported by Edifice, Inc. under EIN 56-1223891 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $21,608,675 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edifice, Inc.
EIN
56-1223891
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
175
End-of-year plan assets
$21,608,675

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241009094918NAL0036655042001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,608,675
Total liabilities (EOY)
$0
Net assets (EOY)
$21,608,675
Net assets (BOY)
$15,717,057

Income & contributions

Employer contributions
$374,494
Participant contributions
$1,876,731
Total contributions
$3,369,998
Total income / additions
$6,519,023

Expenses & distributions

Benefits paid
$559,887
Administrative expenses
$67,098
Total expenses
$627,405
Net increase / (decrease)
$5,891,618

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rpa Financial, LLCINVESTMENT/FINANCIAL ADVI$43,427$02023
Adp, Inc.RECORD KEEPER$23,670$02023

Related Form 5500 pages