Edgemine, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Edgemine, 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, Edgemine, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Edgemine, Inc. under EIN 95-4775330 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $3,867,130 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edgemine, Inc.
EIN
95-4775330
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
134
End-of-year plan assets
$3,867,130

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20241012000848NAL0038642480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,867,130
Total liabilities (EOY)
$6,083
Net assets (EOY)
$3,861,047
Net assets (BOY)
$2,833,530

Income & contributions

Employer contributions
$185,122
Participant contributions
$369,797
Total contributions
$554,919
Total income / additions
$1,092,309

Expenses & distributions

Benefits paid
$62,393
Administrative expenses
$2,399
Total expenses
$64,792
Net increase / (decrease)
$1,027,517

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch -FasINVESTMENT ADVISOR$8,332$8,3322023
Merrill Lynch -EpsINVESTMENT AD VISE$8,332$8,3322023
John Hancock Life Insurance CompanyRECORDKEEPER$376$3762023

Related Form 5500 pages