401k Plan data: EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN plan

EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING 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.
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.
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

EDGERLY MANAGEMENT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: EDGERLY MANAGEMENT COMPANY, INC.

Employer identification number (EIN): 200347607

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 RANDY EDGERLY 2023-04-14
001 2021-01-01 RANDY EDGERLY 2022-04-15
001 2020-01-01 RANDY EDGERLY 2021-05-12
001 2019-01-01 RANDY EDGERLY 2020-05-27
001 2018-01-01 RANDY EDGERLY 2019-04-30
001 2017-01-01 RANDY G. EDGERLY 2018-03-02
001 2016-01-01 RANDY G. EDGERLY 2017-03-07
001 2015-01-01 RANDY G. EDGERLY 2016-02-08
001 2014-01-01 RANDY G. EDGERLY
001 2013-01-01 RANDY G. EDGERLY
001 2012-01-01 RANDY G. EDGERLY
001 2011-01-01 RANDY G. EDGERLY
001 2010-01-01 RANDY G. EDGERLY
001 2009-01-01 RANDY G. EDGERLY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01	RANDY EDGERLY	2023-04-14
001	2021-01-01	RANDY EDGERLY	2022-04-15
001	2020-01-01	RANDY EDGERLY	2021-05-12
001	2019-01-01	RANDY EDGERLY	2020-05-27
001	2018-01-01	RANDY EDGERLY	2019-04-30
001	2017-01-01	RANDY G. EDGERLY	2018-03-02
001	2016-01-01	RANDY G. EDGERLY	2017-03-07
001	2015-01-01	RANDY G. EDGERLY	2016-02-08
001	2014-01-01	RANDY G. EDGERLY
001	2013-01-01	RANDY G. EDGERLY
001	2012-01-01	RANDY G. EDGERLY
001	2011-01-01	RANDY G. EDGERLY
001	2010-01-01	RANDY G. EDGERLY
001	2009-01-01	RANDY G. EDGERLY

Financial Data on EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-03-24	0
Total liabilities as of the end of the plan year	2025-03-24	0
Total liabilities as of the beginning of the plan year	2025-03-24	25835
Total expenses incurred by plan in this plan year	2025-03-24	821670
Net assets as of the end of the plan year	2025-03-24	11127408
Total assets as of the beginning of the plan year	2025-03-24	10418007
Value of plan covered by a fidelity bond	2025-03-24	500000
Participant contributions to plan in this plan year	2025-03-24	141962
Other expenses paid from plan in this plan year	2025-03-24	0
Other contributions to plan in this plan year	2025-03-24	0
Other income to plan in this plan year	2025-03-24	1292665
Plan net income in this plan year	2025-03-24	735236
Net assets as of the end of the plan year	2025-03-24	11127408
Net assets as of the beginning of the plan year	2025-03-24	10392172
Employer contributions to plan in this plan year	2025-03-24	122279
Fees paid to broker by Benefit Provider	2025-03-24	58556
Expensese paid to adminstrative service provicers from plan in this plan year	2025-03-24	102621
2024 : EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-05-16	0
Total liabilities as of the end of the plan year	2024-05-16	25835
Total liabilities as of the beginning of the plan year	2024-05-16	0
Total expenses incurred by plan in this plan year	2024-05-16	192276
Net assets as of the end of the plan year	2024-05-16	10418007
Total assets as of the beginning of the plan year	2024-05-16	8997466
Value of plan covered by a fidelity bond	2024-05-16	500000
Participant contributions to plan in this plan year	2024-05-16	136072
Other expenses paid from plan in this plan year	2024-05-16	0
Other contributions to plan in this plan year	2024-05-16	0
Other income to plan in this plan year	2024-05-16	1278583
Plan net income in this plan year	2024-05-16	1394706
Net assets as of the end of the plan year	2024-05-16	10392172
Net assets as of the beginning of the plan year	2024-05-16	8997466
Employer contributions to plan in this plan year	2024-05-16	172327
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-16	68716
2014 : EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$609,838
Expenses. Total of all expenses incurred	2014-12-31	$26,543
Benefits paid (including direct rollovers)	2014-12-31	$10,000
Total plan assets at end of year	2014-12-31	$3,675,559
Total plan assets at beginning of year	2014-12-31	$3,092,264
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$144,276
Other income received	2014-12-31	$285,139
Net income (gross income less expenses)	2014-12-31	$583,295
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,675,559
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,092,264
Total contributions received or receivable from employer(s)	2014-12-31	$180,423
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$16,543
2013 : EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$829,865
Expenses. Total of all expenses incurred	2013-12-31	$15,537
Total plan assets at end of year	2013-12-31	$3,092,264
Total plan assets at beginning of year	2013-12-31	$2,277,936
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$187,961
Other income received	2013-12-31	$471,588
Net income (gross income less expenses)	2013-12-31	$814,328
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,092,264
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,277,936
Total contributions received or receivable from employer(s)	2013-12-31	$170,316
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$15,537
2012 : EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$509,213
Expenses. Total of all expenses incurred	2012-12-31	$19,799
Benefits paid (including direct rollovers)	2012-12-31	$12,396
Total plan assets at end of year	2012-12-31	$2,277,936
Total plan assets at beginning of year	2012-12-31	$1,788,522
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$130,123
Other income received	2012-12-31	$213,218
Net income (gross income less expenses)	2012-12-31	$489,414
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,277,936
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,788,522
Total contributions received or receivable from employer(s)	2012-12-31	$165,872
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,403
2011 : EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$256,986
Expenses. Total of all expenses incurred	2011-12-31	$63,296
Benefits paid (including direct rollovers)	2011-12-31	$58,789
Total plan assets at end of year	2011-12-31	$1,788,522
Total plan assets at beginning of year	2011-12-31	$1,594,832
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$110,879
Other income received	2011-12-31	$-5,102
Net income (gross income less expenses)	2011-12-31	$193,690
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,788,522
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,594,832
Total contributions received or receivable from employer(s)	2011-12-31	$151,209
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,507
2010 : EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$407,255
Expenses. Total of all expenses incurred	2010-12-31	$8,297
Benefits paid (including direct rollovers)	2010-12-31	$5,777
Total plan assets at end of year	2010-12-31	$1,594,832
Total plan assets at beginning of year	2010-12-31	$1,195,874
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$82,318
Other income received	2010-12-31	$209,696
Net income (gross income less expenses)	2010-12-31	$398,958
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,594,832
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,195,874
Total contributions received or receivable from employer(s)	2010-12-31	$115,241
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,520

Form 5500 Responses for EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN

2014: EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EDGERLY MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EDGERLY MANAGEMENT COMPANY, INC.
Employer identification number (EIN):	200347607
NAIC Classification:	238900