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EDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameEDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

EDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

EDGE GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:EDGE GROUP LLC
Employer identification number (EIN):200635847
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about EDGE GROUP LLC

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0731261

More information about EDGE GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD ROJAS2024-05-15
0012022-01-01EDWARD ROJAS2023-05-15
0012021-01-01EDWARD ROJAS2022-05-10
0012020-01-01EDWARD ROJAS2021-06-28

Plan Statistics for EDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for EDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2024: EDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-1519
Total number of particpants at end of year2024-05-1520
Number of Participants With Account Balances2024-05-1514
2022: EDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-1010
Total number of particpants at end of year2022-05-1017
Number of Participants With Account Balances2022-05-1014

Financial Data on EDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2024 : EDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-150
Total liabilities as of the end of the plan year2024-05-150
Total liabilities as of the beginning of the plan year2024-05-150
Total expenses incurred by plan in this plan year2024-05-155890
Net assets as of the end of the plan year2024-05-15792624
Total assets as of the beginning of the plan year2024-05-15475083
Value of plan covered by a fidelity bond2024-05-1547508
Participant contributions to plan in this plan year2024-05-15126748
Value of participant loans at end of plan year2024-05-1548384
Other expenses paid from plan in this plan year2024-05-150
Other contributions to plan in this plan year2024-05-1525731
Other income to plan in this plan year2024-05-1597570
Plan net income in this plan year2024-05-15317541
Net assets as of the end of the plan year2024-05-15792624
Net assets as of the beginning of the plan year2024-05-15475083
Employer contributions to plan in this plan year2024-05-1573382
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-155890
2022 : EDGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-100
Total liabilities as of the end of the plan year2022-05-100
Total liabilities as of the beginning of the plan year2022-05-100
Total expenses incurred by plan in this plan year2022-05-102182
Net assets as of the end of the plan year2022-05-10364841
Total assets as of the beginning of the plan year2022-05-10150850
Value of plan covered by a fidelity bond2022-05-1020000
Participant contributions to plan in this plan year2022-05-10126841
Other expenses paid from plan in this plan year2022-05-100
Other contributions to plan in this plan year2022-05-100
Other income to plan in this plan year2022-05-1035529
Plan net income in this plan year2022-05-10213991
Net assets as of the end of the plan year2022-05-10364841
Net assets as of the beginning of the plan year2022-05-10150850
Employer contributions to plan in this plan year2022-05-1053803
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-102182

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