Edg, Inc. Employees Savings Trust — Form 5500 plan (Edg, 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, Edg, Inc. Employees Savings Trust is a benefit plan reported by Edg, Inc. under EIN 72-1087181 and plan number 001. The latest loaded filing year is 2023. The filing reports 535 participants and $110,162,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edg, Inc.
- EIN
- 72-1087181
- Plan number
- 001
- Plan type
- 2
- Location
- Metairie, LA
- Latest filing year
- 2023
- Participants
- 535
- End-of-year plan assets
- $110,162,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 535 | H, C | 20240826162332NAL0016077232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,162,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,162,805
- Net assets (BOY)
- $89,888,517
Income & contributions
- Employer contributions
- $2,249,406
- Participant contributions
- $5,698,624
- Total contributions
- $8,864,051
- Total income / additions
- $25,893,503
Expenses & distributions
- Benefits paid
- $5,605,576
- Administrative expenses
- $13,001
- Total expenses
- $5,619,215
- Net increase / (decrease)
- $20,274,288
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Investment Corp | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Laporte | INVESTMENT ADVISOR | $10,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,025 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$34,524 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Edg, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Metairie, LA
- Ameritas Investment Corp — Schedule C compensation
- Laporte — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation