401k Plan data: THE EDGEMONT GROUP, LLC 401(K) PLAN plan

THE EDGEMONT GROUP, LLC 401(K) PLAN 401k Plan overview

Plan Name	THE EDGEMONT GROUP, LLC 401(K) PLAN
Plan identification number	001

THE EDGEMONT GROUP, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE EDGEMONT GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: THE EDGEMONT GROUP, LLC

Employer identification number (EIN): 201362458

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EDGEMONT GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ERIC LANDY 2024-10-02
001 2022-01-01 ERIC LANDY 2023-06-26
001 2021-01-01 ERIC LANDY 2022-05-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ERIC LANDY	2024-10-02
001	2022-01-01	ERIC LANDY	2023-06-26
001	2021-01-01	ERIC LANDY	2022-05-26

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Company Name:	THE EDGEMONT GROUP, LLC
Employer identification number (EIN):	201362458
NAIC Classification:	561300