Edge Ofs 401(K) Plan — Form 5500 plan (Edge Ofs Holdings)
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 Ofs 401(K) Plan is a benefit plan reported by Edge Ofs Holdings under EIN 82-1529654 and plan number 001. The latest loaded filing year is 2023. The filing reports 769 participants and $3,791,755 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.8MPlan net assets, end of year$3,791,755
Participants769Covered participants reported
Assets / participant$4.9KComputed: assets ÷ participants$4,931 (computed)
Provider compensation$28.8K3 Schedule C provider row(s)$28,805
- Plan sponsor
- Edge Ofs Holdings
- EIN
- 82-1529654
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 769 | H, C | 20260306175220NAL0003183939001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,791,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,791,755
- Net assets (BOY)
- $2,618,758
Income & contributions
- Employer contributions
- $144,291
- Participant contributions
- $984,046
- Total contributions
- $1,402,337
- Total income / additions
- $1,997,603
Expenses & distributions
- Benefits paid
- $787,005
- Administrative expenses
- $35,296
- Total expenses
- $824,606
- Net increase / (decrease)
- $1,172,997
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
13%87%
Employer 13%Participant 87%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intrust Bank Na | INVESTMENT ADVISOR | $27,855 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $923 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $27 | not reported in the loaded dataset | 2023 |