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EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EDGEWOOD MANAGEMENT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:EDGEWOOD MANAGEMENT GROUP, LLC
Employer identification number (EIN):263415102
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ALAN SILLETTO
0012016-01-01RON WHETTER
0012015-01-01RON WHETTER
0012014-01-01RON WHETTER
0012013-01-01RON WHETTER
0012012-01-01RON WHETTER
0012011-01-01RON WHETTER
0012009-01-01RON WHETTER

Plan Statistics for EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,792
Total number of active participants reported on line 7a of the Form 55002022-01-012,373
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01520
Total of all active and inactive participants2022-01-012,893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,893
Number of participants with account balances2022-01-011,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0196
2021: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,771
Total number of active participants reported on line 7a of the Form 55002021-01-012,027
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01491
Total of all active and inactive participants2021-01-012,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,518
Number of participants with account balances2021-01-011,298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01164
2020: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,858
Total number of active participants reported on line 7a of the Form 55002020-01-012,147
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01364
Total of all active and inactive participants2020-01-012,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,511
Number of participants with account balances2020-01-011,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01151
2019: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,515
Total number of active participants reported on line 7a of the Form 55002019-01-012,165
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01394
Total of all active and inactive participants2019-01-012,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,560
Number of participants with account balances2019-01-011,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01128
2018: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,367
Total number of active participants reported on line 7a of the Form 55002018-01-011,984
Number of retired or separated participants receiving benefits2018-01-01283
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,267
Number of participants with account balances2018-01-011,019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01140
2017: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,048
Total number of active participants reported on line 7a of the Form 55002017-01-011,769
Number of retired or separated participants receiving benefits2017-01-01198
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,967
Number of participants with account balances2017-01-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01121
2016: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,691
Total number of active participants reported on line 7a of the Form 55002016-01-011,640
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-01186
Total of all active and inactive participants2016-01-011,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,835
Number of participants with account balances2016-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01107
2015: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,662
Total number of active participants reported on line 7a of the Form 55002015-01-011,457
Number of retired or separated participants receiving benefits2015-01-01106
Number of other retired or separated participants entitled to future benefits2015-01-01128
Total of all active and inactive participants2015-01-011,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,691
Number of participants with account balances2015-01-01727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01108
2014: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,100
Total number of active participants reported on line 7a of the Form 55002014-01-011,336
Number of retired or separated participants receiving benefits2014-01-01252
Number of other retired or separated participants entitled to future benefits2014-01-0172
Total of all active and inactive participants2014-01-011,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,662
Number of participants with account balances2014-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0166
2013: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01587
Total number of active participants reported on line 7a of the Form 55002013-01-01902
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01197
Total of all active and inactive participants2013-01-011,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,100
Number of participants with account balances2013-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0150
2012: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01955
Total number of active participants reported on line 7a of the Form 55002012-01-01817
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01248
Total of all active and inactive participants2012-01-011,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,065
Number of participants with account balances2012-01-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0160
2011: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01878
Total number of active participants reported on line 7a of the Form 55002011-01-01698
Number of retired or separated participants receiving benefits2011-01-0126
Number of other retired or separated participants entitled to future benefits2011-01-01155
Total of all active and inactive participants2011-01-01879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01879
Number of participants with account balances2011-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0132
2009: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01597
Total number of active participants reported on line 7a of the Form 55002009-01-01554
Number of retired or separated participants receiving benefits2009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-0178
Total of all active and inactive participants2009-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01646
Number of participants with account balances2009-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0127

Financial Data on EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-22,575
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,434,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,306,609
Expenses. Certain deemed distributions of participant loans2022-12-31$23,961
Value of total corrective distributions2022-12-31$530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,857,990
Value of total assets at end of year2022-12-31$27,210,728
Value of total assets at beginning of year2022-12-31$29,667,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,910
Total interest from all sources2022-12-31$50,666
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$10,100
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,257,573
Participant contributions at end of year2022-12-31$459,916
Participant contributions at beginning of year2022-12-31$390,604
Participant contributions at beginning of year2022-12-31$112,633
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$320,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,456,585
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,210,728
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,667,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$40,000
Value of interest in pooled separate accounts at end of year2022-12-31$24,990,163
Value of interest in pooled separate accounts at beginning of year2022-12-31$27,583,461
Interest on participant loans2022-12-31$20,628
Interest earned on other investments2022-12-31$30,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,760,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,533,954
Net investment gain/loss from pooled separate accounts2022-12-31$-4,931,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,280,003
Employer contributions (assets) at beginning of year2022-12-31$46,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,306,609
Contract administrator fees2022-12-31$52,810
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY
Accountancy firm EIN2022-12-31450250958
2021 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,330
Total income from all sources (including contributions)2021-12-31$9,334,225
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,068,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,975,348
Expenses. Certain deemed distributions of participant loans2021-12-31$2,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,504,136
Value of total assets at end of year2021-12-31$29,667,313
Value of total assets at beginning of year2021-12-31$23,406,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$91,175
Total interest from all sources2021-12-31$34,366
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,134,479
Participant contributions at end of year2021-12-31$390,604
Participant contributions at beginning of year2021-12-31$332,471
Participant contributions at end of year2021-12-31$112,633
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,231,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,265,470
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,667,313
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,401,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$27,583,461
Value of interest in pooled separate accounts at beginning of year2021-12-31$21,879,668
Interest on participant loans2021-12-31$18,412
Interest earned on other investments2021-12-31$15,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,533,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,194,034
Net investment gain/loss from pooled separate accounts2021-12-31$3,795,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,138,280
Employer contributions (assets) at end of year2021-12-31$46,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,975,348
Contract administrator fees2021-12-31$91,175
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY
Accountancy firm EIN2021-12-31450250958
2020 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$51,859
Total income from all sources (including contributions)2020-12-31$7,663,132
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,938,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,815,303
Expenses. Certain deemed distributions of participant loans2020-12-31$3,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,703,441
Value of total assets at end of year2020-12-31$23,406,173
Value of total assets at beginning of year2020-12-31$17,728,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$119,168
Total interest from all sources2020-12-31$37,976
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$10,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,033,346
Participant contributions at end of year2020-12-31$332,471
Participant contributions at beginning of year2020-12-31$328,806
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$525,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,724,960
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,401,843
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,676,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$21,879,668
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,560,169
Interest on participant loans2020-12-31$19,130
Interest earned on other investments2020-12-31$18,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,194,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$839,767
Net investment gain/loss from pooled separate accounts2020-12-31$2,921,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,144,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,815,303
Contract administrator fees2020-12-31$109,168
Liabilities. Value of benefit claims payable at end of year2020-12-31$4,330
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$51,859
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$51,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,593,667
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,913,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,834,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,482,626
Value of total assets at end of year2019-12-31$17,728,742
Value of total assets at beginning of year2019-12-31$12,996,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$78,356
Total interest from all sources2019-12-31$26,443
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,455,746
Participant contributions at end of year2019-12-31$328,806
Participant contributions at beginning of year2019-12-31$285,717
Participant contributions at beginning of year2019-12-31$83,988
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$159,692
Other income not declared elsewhere2019-12-31$1,476
Total non interest bearing cash at beginning of year2019-12-31$129,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,680,467
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,676,883
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,996,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$16,560,169
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,461,381
Interest on participant loans2019-12-31$17,857
Interest earned on other investments2019-12-31$8,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$839,767
Net investment gain/loss from pooled separate accounts2019-12-31$3,083,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$867,188
Employer contributions (assets) at beginning of year2019-12-31$35,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,834,844
Contract administrator fees2019-12-31$78,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at end of year2019-12-31$51,859
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLEY
Accountancy firm EIN2019-12-31450250958
2018 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,186
Total income from all sources (including contributions)2018-12-31$2,462,179
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,542,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,489,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,312,869
Value of total assets at end of year2018-12-31$12,996,416
Value of total assets at beginning of year2018-12-31$12,080,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,295
Total interest from all sources2018-12-31$14,386
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,164,402
Participant contributions at end of year2018-12-31$285,717
Participant contributions at beginning of year2018-12-31$203,714
Participant contributions at end of year2018-12-31$83,988
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$232,579
Liabilities. Value of operating payables at beginning of year2018-12-31$4,186
Total non interest bearing cash at end of year2018-12-31$129,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$920,075
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,996,416
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,076,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$12,461,381
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,799,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$77,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$77,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$14,386
Net investment gain/loss from pooled separate accounts2018-12-31$-865,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$915,888
Employer contributions (assets) at end of year2018-12-31$35,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,489,809
Contract administrator fees2018-12-31$52,295
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EIDE BAILLY
Accountancy firm EIN2018-12-31450250958
2017 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,443
Total income from all sources (including contributions)2017-12-31$4,137,490
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,313,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,253,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,721,098
Value of total assets at end of year2017-12-31$12,080,527
Value of total assets at beginning of year2017-12-31$9,266,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,220
Total interest from all sources2017-12-31$10,578
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$59,220
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,761,785
Participant contributions at end of year2017-12-31$203,714
Participant contributions at beginning of year2017-12-31$186,869
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$196,442
Liabilities. Value of operating payables at end of year2017-12-31$4,186
Liabilities. Value of operating payables at beginning of year2017-12-31$14,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,824,418
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,076,341
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,251,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$11,799,734
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,045,027
Income. Interest from loans (other than to participants)2017-12-31$10,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$77,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$34,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$34,470
Net investment gain/loss from pooled separate accounts2017-12-31$1,405,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$762,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,253,852
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BRADY, MARTZ & ASSOC., P.C.
Accountancy firm EIN2017-12-31450310328
2016 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,193,996
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,026,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$943,233
Value of total corrective distributions2016-12-31$24,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,600,435
Value of total assets at end of year2016-12-31$9,266,366
Value of total assets at beginning of year2016-12-31$7,084,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,197
Total interest from all sources2016-12-31$593,561
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,482,440
Participant contributions at end of year2016-12-31$186,869
Participant contributions at beginning of year2016-12-31$119,424
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$348,411
Liabilities. Value of operating payables at end of year2016-12-31$14,443
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,167,802
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,251,923
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,084,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$18,513
Value of interest in pooled separate accounts at end of year2016-12-31$9,045,027
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,917,204
Interest on participant loans2016-12-31$6,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$34,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$32,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$32,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$587,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$769,584
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$15,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$943,233
Contract administrator fees2016-12-31$39,684
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BRADY, MARTZ & ASSOC., P.C.
Accountancy firm EIN2016-12-31450310328
2015 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,910
Total income from all sources (including contributions)2015-12-31$2,079,713
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$681,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$641,042
Value of total corrective distributions2015-12-31$3,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,224,262
Value of total assets at end of year2015-12-31$7,084,121
Value of total assets at beginning of year2015-12-31$5,704,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,132
Total interest from all sources2015-12-31$4,177
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,376,460
Participant contributions at end of year2015-12-31$119,424
Participant contributions at beginning of year2015-12-31$68,855
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$230,458
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$18,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,398,370
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,084,121
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,685,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$16,361
Value of interest in pooled separate accounts at end of year2015-12-31$6,917,204
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,635,806
Income. Interest from loans (other than to participants)2015-12-31$4,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$32,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-148,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$617,344
Employer contributions (assets) at end of year2015-12-31$15,070
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$641,042
Contract administrator fees2015-12-31$20,771
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BRADY, MARTZ & ASSOC., P.C.
Accountancy firm EIN2015-12-31450310328
2014 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$68,754
Total income from all sources (including contributions)2014-12-31$1,747,939
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,272,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,192,511
Value of total corrective distributions2014-12-31$21,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,448,681
Value of total assets at end of year2014-12-31$5,704,661
Value of total assets at beginning of year2014-12-31$5,278,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$58,696
Total interest from all sources2014-12-31$3,508
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$853,834
Participant contributions at end of year2014-12-31$68,855
Participant contributions at beginning of year2014-12-31$70,438
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$213,684
Other income not declared elsewhere2014-12-31$10,337
Liabilities. Value of operating payables at end of year2014-12-31$18,910
Liabilities. Value of operating payables at beginning of year2014-12-31$8,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$475,554
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,685,751
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,210,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$12,777
Value of interest in pooled separate accounts at end of year2014-12-31$5,635,806
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,974,225
Interest on participant loans2014-12-31$3,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$57,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$57,587
Net investment gain/loss from pooled separate accounts2014-12-31$285,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$381,163
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$176,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,192,511
Contract administrator fees2014-12-31$45,919
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$60,743
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BRADY, MARTZ & ASSOC., P.C.
Accountancy firm EIN2014-12-31450310328
2013 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$68,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$43,857
Total income from all sources (including contributions)2013-12-31$1,722,582
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$487,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$356,041
Value of total corrective distributions2013-12-31$60,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,228,293
Value of total assets at end of year2013-12-31$5,278,951
Value of total assets at beginning of year2013-12-31$4,018,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$70,560
Total interest from all sources2013-12-31$2,418
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$804,570
Participant contributions at end of year2013-12-31$70,438
Participant contributions at beginning of year2013-12-31$45,947
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$22,671
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$60,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9,469
Liabilities. Value of operating payables at end of year2013-12-31$8,011
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,235,238
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,210,197
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,974,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$43,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,411,068
Value of interest in pooled separate accounts at end of year2013-12-31$4,974,225
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$2,418
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$269,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$57,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$84
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$84
Net investment gain/loss from pooled separate accounts2013-12-31$491,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$363,483
Employer contributions (assets) at end of year2013-12-31$176,701
Employer contributions (assets) at beginning of year2013-12-31$269,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$356,041
Contract administrator fees2013-12-31$26,944
Liabilities. Value of benefit claims payable at end of year2013-12-31$60,743
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$34,388
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BRADY, MARTZ & ASSOC., P.C.
Accountancy firm EIN2013-12-31450310328
2012 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$43,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$30,874
Total income from all sources (including contributions)2012-12-31$1,314,038
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$332,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$243,379
Value of total corrective distributions2012-12-31$34,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$926,571
Value of total assets at end of year2012-12-31$4,018,816
Value of total assets at beginning of year2012-12-31$3,023,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$54,356
Total interest from all sources2012-12-31$3,669
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$89,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$89,053
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$618,840
Participant contributions at end of year2012-12-31$45,947
Participant contributions at beginning of year2012-12-31$50,113
Participant contributions at end of year2012-12-31$22,671
Participant contributions at beginning of year2012-12-31$18,337
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,847
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$1,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$981,915
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,974,959
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,993,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$35,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,411,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,494,315
Interest on participant loans2012-12-31$1,685
Interest earned on other investments2012-12-31$1,399
Value of interest in common/collective trusts at end of year2012-12-31$269,547
Value of interest in common/collective trusts at beginning of year2012-12-31$243,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$84
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$287,645
Net investment gain or loss from common/collective trusts2012-12-31$7,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$278,359
Employer contributions (assets) at end of year2012-12-31$269,499
Employer contributions (assets) at beginning of year2012-12-31$217,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$243,379
Contract administrator fees2012-12-31$19,080
Liabilities. Value of benefit claims payable at end of year2012-12-31$34,388
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$21,628
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BRADY, MARTZ & ASSOC., P.C.
Accountancy firm EIN2012-12-31450310328
2011 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$30,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$31,920
Total income from all sources (including contributions)2011-12-31$688,940
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$248,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$179,543
Value of total corrective distributions2011-12-31$21,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$719,777
Value of total assets at end of year2011-12-31$3,023,918
Value of total assets at beginning of year2011-12-31$2,584,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,353
Total interest from all sources2011-12-31$1,863
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$64,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$64,400
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$512,000
Participant contributions at end of year2011-12-31$50,113
Participant contributions at beginning of year2011-12-31$55,630
Participant contributions at end of year2011-12-31$18,337
Participant contributions at beginning of year2011-12-31$14,519
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,607
Other income not declared elsewhere2011-12-31$17
Liabilities. Value of operating payables at end of year2011-12-31$1,399
Liabilities. Value of operating payables at beginning of year2011-12-31$4,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$440,416
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,993,044
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,552,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$30,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,494,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,081,023
Interest on participant loans2011-12-31$1,863
Value of interest in common/collective trusts at end of year2011-12-31$243,622
Value of interest in common/collective trusts at beginning of year2011-12-31$205,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$23,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$23,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-97,759
Net investment gain or loss from common/collective trusts2011-12-31$642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$187,586
Employer contributions (assets) at end of year2011-12-31$217,407
Employer contributions (assets) at beginning of year2011-12-31$203,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$179,543
Contract administrator fees2011-12-31$16,980
Liabilities. Value of benefit claims payable at end of year2011-12-31$21,628
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$20,859
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BRADY, MARTZ & ASSOC., P.C.
Accountancy firm EIN2011-12-31450310328
2010 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$31,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,884
Total income from all sources (including contributions)2010-12-31$923,499
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$387,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$325,904
Value of total corrective distributions2010-12-31$20,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$695,259
Value of total assets at end of year2010-12-31$2,584,548
Value of total assets at beginning of year2010-12-31$2,040,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,743
Total interest from all sources2010-12-31$1,492
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$53,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$53,364
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$487,098
Participant contributions at end of year2010-12-31$55,630
Participant contributions at beginning of year2010-12-31$40,645
Participant contributions at end of year2010-12-31$14,519
Participant contributions at beginning of year2010-12-31$29,251
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,574
Administrative expenses (other) incurred2010-12-31$508
Liabilities. Value of operating payables at end of year2010-12-31$4,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$535,993
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,552,628
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,016,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$24,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,081,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,635,723
Interest on participant loans2010-12-31$1,492
Value of interest in common/collective trusts at end of year2010-12-31$205,665
Value of interest in common/collective trusts at beginning of year2010-12-31$144,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$23,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$172,136
Net investment gain or loss from common/collective trusts2010-12-31$1,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$205,155
Employer contributions (assets) at end of year2010-12-31$203,766
Employer contributions (assets) at beginning of year2010-12-31$181,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$325,904
Contract administrator fees2010-12-31$15,870
Liabilities. Value of benefit claims payable at end of year2010-12-31$20,859
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$18,310
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BRADY, MARTZ & ASSOC., P.C.
Accountancy firm EIN2010-12-31450310328
2009 : EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

2022: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EDGEWOOD MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069755
Policy instance 1
Insurance contract or identification number069755
Number of Individuals Covered2893
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069755
Policy instance 1
Insurance contract or identification number069755
Number of Individuals Covered2518
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069755
Policy instance 1
Insurance contract or identification number069755
Number of Individuals Covered2511
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069755
Policy instance 2
Insurance contract or identification number069755
Number of Individuals Covered2560
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110064
Policy instance 1
Insurance contract or identification number110064
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,190
Total amount of fees paid to insurance companyUSD $17,524
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $17,190
Insurance broker organization code?3
Amount paid for insurance broker fees17524
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110064
Policy instance 1
Insurance contract or identification number110064
Number of Individuals Covered1169
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $31,895
Total amount of fees paid to insurance companyUSD $35,141
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,895
Insurance broker organization code?3
Amount paid for insurance broker fees35141
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEE
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110064
Policy instance 1
Insurance contract or identification number110064
Number of Individuals Covered993
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $25,626
Total amount of fees paid to insurance companyUSD $10,513
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,626
Insurance broker organization code?3
Amount paid for insurance broker fees7331
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEE
Insurance broker nameCORPORATE BENEFIT ADMINISTRATORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110064
Policy instance 1
Insurance contract or identification number110064
Number of Individuals Covered713
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,473
Total amount of fees paid to insurance companyUSD $3,149
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,473
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameADVANCED PLAN DESIGNS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110064
Policy instance 1
Insurance contract or identification number110064
Number of Individuals Covered525
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,221
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13212
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $0
Insurance broker nameADVANCED PLAN DESIGNS, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110064
Policy instance 1
Insurance contract or identification number110064
Number of Individuals Covered610
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,521
Total amount of fees paid to insurance companyUSD $13,229
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees13229
Additional information about fees paid to insurance brokerRECORDKEEPING
Insurance broker organization code?5
Insurance broker nameCROWN CAPITAL INSURANCE AGENCY

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