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EDGE INVESTMENT RETIREMENT PLAN 401k Plan overview

Plan NameEDGE INVESTMENT RETIREMENT PLAN
Plan identification number 001

EDGE INVESTMENT RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.

401k Sponsoring company profile

EDGE INVESTMENT INC. has sponsored the creation of one or more 401k plans.

Company Name:EDGE INVESTMENT INC.
Employer identification number (EIN):461281735
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about EDGE INVESTMENT INC.

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 2012-10-22
Company Identification Number: 049-381
Legal Registered Office Address: 111B 1ST STREET NE CULLMAN, AL 35055-3501


United States of America (USA)

More information about EDGE INVESTMENT INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDGE INVESTMENT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01LINDA HARWELL LINDA HARWELL2019-07-10
0012017-01-01LINDA HARWELL LINDA HARWELL2018-07-18
0012016-01-01LINDA HARWELL2017-06-14
0012016-01-01LINDA HARWELL LINDA HARWELL2018-07-18
0012015-01-01LINDA HARWELL
0012014-01-01LINDA HARWELL LINDA HARWELL2015-04-23
0012013-01-01LINDA HARWELL LINDA HARWELL2014-05-31
0012012-01-01LINDA HARWELL

Plan Statistics for EDGE INVESTMENT RETIREMENT PLAN

401k plan membership statisitcs for EDGE INVESTMENT RETIREMENT PLAN

Measure Date Value
2021: EDGE INVESTMENT RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EDGE INVESTMENT RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EDGE INVESTMENT RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EDGE INVESTMENT RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EDGE INVESTMENT RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EDGE INVESTMENT RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EDGE INVESTMENT RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: EDGE INVESTMENT RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: EDGE INVESTMENT RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: EDGE INVESTMENT RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012

Financial Data on EDGE INVESTMENT RETIREMENT PLAN

Measure Date Value
2021 : EDGE INVESTMENT RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-11-13$-4,661
Expenses. Total of all expenses incurred2021-11-13$151,240
Benefits paid (including direct rollovers)2021-11-13$151,240
Total plan assets at end of year2021-11-13$0
Total plan assets at beginning of year2021-11-13$155,901
Value of fidelity bond covering the plan2021-11-13$120,000
Other income received2021-11-13$-4,661
Net income (gross income less expenses)2021-11-13$-155,901
Net plan assets at end of year (total assets less liabilities)2021-11-13$0
Net plan assets at beginning of year (total assets less liabilities)2021-11-13$155,901
2020 : EDGE INVESTMENT RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$-153,344
Total plan assets at end of year2020-12-31$155,901
Total plan assets at beginning of year2020-12-31$309,245
Value of fidelity bond covering the plan2020-12-31$120,000
Other income received2020-12-31$-153,344
Net income (gross income less expenses)2020-12-31$-153,344
Net plan assets at end of year (total assets less liabilities)2020-12-31$155,901
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$309,245
Assets. Value of employer securities2020-12-31$121,875
2019 : EDGE INVESTMENT RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$-5,449
Expenses. Total of all expenses incurred2019-12-31$7,100
Benefits paid (including direct rollovers)2019-12-31$7,100
Total plan assets at end of year2019-12-31$309,245
Total plan assets at beginning of year2019-12-31$321,794
Value of fidelity bond covering the plan2019-12-31$120,000
Other income received2019-12-31$-5,449
Net income (gross income less expenses)2019-12-31$-12,549
Net plan assets at end of year (total assets less liabilities)2019-12-31$309,245
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$321,794
Assets. Value of employer securities2019-12-31$275,234
2018 : EDGE INVESTMENT RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-5,014
Expenses. Total of all expenses incurred2018-12-31$6,949
Total plan assets at end of year2018-12-31$321,794
Total plan assets at beginning of year2018-12-31$333,757
Value of fidelity bond covering the plan2018-12-31$120,000
Other income received2018-12-31$-5,014
Net income (gross income less expenses)2018-12-31$-11,963
Net plan assets at end of year (total assets less liabilities)2018-12-31$321,794
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$333,757
Assets. Value of employer securities2018-12-31$280,707
Value of certain deemed distributions of participant loans2018-12-31$6,949
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : EDGE INVESTMENT RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$-146,018
Expenses. Total of all expenses incurred2017-12-31$8,065
Total plan assets at end of year2017-12-31$333,758
Total plan assets at beginning of year2017-12-31$487,841
Value of fidelity bond covering the plan2017-12-31$120,000
Total contributions received or receivable from participants2017-12-31$825
Other income received2017-12-31$-150,143
Net income (gross income less expenses)2017-12-31$-154,083
Net plan assets at end of year (total assets less liabilities)2017-12-31$333,758
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$487,841
Assets. Value of employer securities2017-12-31$285,744
Total contributions received or receivable from employer(s)2017-12-31$3,300
Value of certain deemed distributions of participant loans2017-12-31$8,065
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : EDGE INVESTMENT RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$-505,577
Total plan assets at end of year2016-12-31$487,841
Total plan assets at beginning of year2016-12-31$993,418
Value of fidelity bond covering the plan2016-12-31$120,000
Total contributions received or receivable from participants2016-12-31$900
Other income received2016-12-31$-510,077
Net income (gross income less expenses)2016-12-31$-505,577
Net plan assets at end of year (total assets less liabilities)2016-12-31$487,841
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$993,418
Assets. Value of employer securities2016-12-31$435,909
Total contributions received or receivable from employer(s)2016-12-31$3,600
2015 : EDGE INVESTMENT RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$2,258
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$993,416
Total plan assets at beginning of year2015-12-31$991,158
Value of fidelity bond covering the plan2015-12-31$120,000
Total contributions received or receivable from participants2015-12-31$450
Other income received2015-12-31$8
Net income (gross income less expenses)2015-12-31$2,258
Net plan assets at end of year (total assets less liabilities)2015-12-31$993,416
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$991,158
Assets. Value of employer securities2015-12-31$946,000
Total contributions received or receivable from employer(s)2015-12-31$1,800
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : EDGE INVESTMENT RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$6,808
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$991,158
Total plan assets at beginning of year2014-12-31$984,350
Value of fidelity bond covering the plan2014-12-31$120,000
Total contributions received or receivable from participants2014-12-31$1,350
Other income received2014-12-31$58
Net income (gross income less expenses)2014-12-31$6,808
Net plan assets at end of year (total assets less liabilities)2014-12-31$991,158
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$984,350
Assets. Value of employer securities2014-12-31$946,000
Total contributions received or receivable from employer(s)2014-12-31$5,400
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : EDGE INVESTMENT RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$536,206
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$984,350
Total plan assets at beginning of year2013-12-31$448,144
Total contributions received or receivable from participants2013-12-31$450
Contributions received from other sources (not participants or employers)2013-12-31$533,925
Other income received2013-12-31$31
Net income (gross income less expenses)2013-12-31$536,206
Net plan assets at end of year (total assets less liabilities)2013-12-31$984,350
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$448,144
Assets. Value of employer securities2013-12-31$946,000
Total contributions received or receivable from employer(s)2013-12-31$1,800
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : EDGE INVESTMENT RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$448,144
Total plan assets at end of year2012-12-31$448,144
Contributions received from other sources (not participants or employers)2012-12-31$448,129
Other income received2012-12-31$15
Net income (gross income less expenses)2012-12-31$448,144
Net plan assets at end of year (total assets less liabilities)2012-12-31$448,144
Assets. Value of employer securities2012-12-31$446,000
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0

Form 5500 Responses for EDGE INVESTMENT RETIREMENT PLAN

2021: EDGE INVESTMENT RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EDGE INVESTMENT RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EDGE INVESTMENT RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EDGE INVESTMENT RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EDGE INVESTMENT RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EDGE INVESTMENT RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EDGE INVESTMENT RETIREMENT 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDGE INVESTMENT RETIREMENT 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDGE INVESTMENT RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDGE INVESTMENT RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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