COMPETITIVE EDGE PARTNERS & CONSULTING, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COMPETITIVE EDGE PARTNERS & CONSULTING, LLC 401(K) PLAN
401k plan membership statisitcs for COMPETITIVE EDGE PARTNERS & CONSULTING, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : COMPETITIVE EDGE PARTNERS & CONSULTING, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-22 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-22 | 40659 |
| Net assets as of the end of the plan year | 2025-09-22 | 376418 |
| Total assets as of the beginning of the plan year | 2025-09-22 | 230347 |
| Value of plan covered by a fidelity bond | 2025-09-22 | 20000 |
| Participant contributions to plan in this plan year | 2025-09-22 | 90138 |
| Other expenses paid from plan in this plan year | 2025-09-22 | 0 |
| Other contributions to plan in this plan year | 2025-09-22 | 0 |
| Other income to plan in this plan year | 2025-09-22 | 36002 |
| Plan net income in this plan year | 2025-09-22 | 146071 |
| Net assets as of the end of the plan year | 2025-09-22 | 376418 |
| Net assets as of the beginning of the plan year | 2025-09-22 | 230347 |
| Employer contributions to plan in this plan year | 2025-09-22 | 60590 |
| Fees paid to broker by Benefit Provider | 2025-09-22 | 95 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-22 | 7883 |
| 2024 : COMPETITIVE EDGE PARTNERS & CONSULTING, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-01-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-01-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-01-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-01-30 | 26865 |
| Net assets as of the end of the plan year | 2024-01-30 | 230347 |
| Total assets as of the beginning of the plan year | 2024-01-30 | 116487 |
| Value of plan covered by a fidelity bond | 2024-01-30 | 20000 |
| Participant contributions to plan in this plan year | 2024-01-30 | 59864 |
| Other expenses paid from plan in this plan year | 2024-01-30 | 0 |
| Other contributions to plan in this plan year | 2024-01-30 | 19890 |
| Other income to plan in this plan year | 2024-01-30 | 27905 |
| Plan net income in this plan year | 2024-01-30 | 113860 |
| Net assets as of the end of the plan year | 2024-01-30 | 230347 |
| Net assets as of the beginning of the plan year | 2024-01-30 | 116487 |
| Value of contributions failed to transmitted timely | 2024-01-30 | 994 |
| Employer contributions to plan in this plan year | 2024-01-30 | 33066 |
| Fees paid to broker by Benefit Provider | 2024-01-30 | 46 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-01-30 | 3550 |
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