401k Plan data: THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN plan

THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN 401k Plan overview

Plan Name	THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN
Plan identification number	001

THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE GLOBAL EDGE CONSULTANTS, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE GLOBAL EDGE CONSULTANTS, LLC

Employer identification number (EIN): 331213409

NAIC Classification: 523900

Additional information about THE GLOBAL EDGE CONSULTANTS, LLC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2015-01-22

Company Identification Number: 20151043519

Legal Registered Office Address: 200 UNION BOULEVARD
SUITE 300
Lakewood
United States of America (USA)
80228

More information about THE GLOBAL EDGE CONSULTANTS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JULIE HETRICK 2018-10-15
001 2016-01-01 JULIE HETRICK 2017-10-16 JULIE HETRICK 2017-10-16
001 2015-01-01 JULIE HETRICK 2016-10-17
001 2014-01-01 JULIE HETRICK
001 2013-01-01 JULIE HETRICK 2014-10-15
001 2012-01-01 JULIE HETRICK 2014-10-15
001 2011-01-01 FRANK HETRICK 2012-10-15 FRANK HETRICK 2012-10-15
001 2010-01-01 JULIE K. HETRICK 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JULIE HETRICK	2018-10-15
001	2016-01-01	JULIE HETRICK	2017-10-16	JULIE HETRICK	2017-10-16
001	2015-01-01	JULIE HETRICK	2016-10-17
001	2014-01-01	JULIE HETRICK
001	2013-01-01	JULIE HETRICK	2014-10-15
001	2012-01-01	JULIE HETRICK	2014-10-15
001	2011-01-01	FRANK HETRICK	2012-10-15	FRANK HETRICK	2012-10-15
001	2010-01-01	JULIE K. HETRICK	2011-07-15

Plan Statistics for THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN

401k plan membership statisitcs for THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN

Measure Date Value
2014: THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 173
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 196
Number of participants with account balances 2014-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2014: THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	173
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	196
Number of participants with account balances	2014-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN

Measure	Date	Value
2014 : THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$327
Total income from all sources (including contributions)	2014-12-31	$1,050,337
Total of all expenses incurred	2014-12-31	$146,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$146,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$952,206
Value of total assets at end of year	2014-12-31	$2,526,588
Value of total assets at beginning of year	2014-12-31	$1,623,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$725
Total interest from all sources	2014-12-31	$1,656
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$98,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$98,934
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$260,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$750,867
Participant contributions at end of year	2014-12-31	$80,591
Participant contributions at beginning of year	2014-12-31	$8,169
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$201,339
Liabilities. Value of operating payables at end of year	2014-12-31	$201
Liabilities. Value of operating payables at beginning of year	2014-12-31	$327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$903,351
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,526,387
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,623,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$725
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,394,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,603,436
Interest on participant loans	2014-12-31	$1,656
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$51,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$11,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$11,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-2,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$146,261
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HETRICK & ASSOCIATES, P.C.
Accountancy firm EIN	2014-12-31	521766822

Form 5500 Responses for THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN

2014: THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE GLOBAL EDGE CONSULTANTS, LLC
Employer identification number (EIN):	331213409
NAIC Classification:	523900

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2015-01-22
Company Identification Number:	20151043519
Legal Registered Office Address:	200 UNION BOULEVARD SUITE 300 Lakewood United States of America (USA) 80228