EDGEPOINT, LLC DBA EDGEPOINT LEARNING has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-07 | 14579 |
| Net assets as of the end of the plan year | 2025-04-07 | 1133637 |
| Total assets as of the beginning of the plan year | 2025-04-07 | 983252 |
| Value of plan covered by a fidelity bond | 2025-04-07 | 120000 |
| Participant contributions to plan in this plan year | 2025-04-07 | 29275 |
| Other income to plan in this plan year | 2025-04-07 | 132089 |
| Plan net income in this plan year | 2025-04-07 | 150385 |
| Net assets as of the end of the plan year | 2025-04-07 | 1133637 |
| Net assets as of the beginning of the plan year | 2025-04-07 | 983252 |
| Employer contributions to plan in this plan year | 2025-04-07 | 3600 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-07 | 13847 |
| 2024 : EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-08 | 132200 |
| Net assets as of the end of the plan year | 2024-05-08 | 983252 |
| Total assets as of the beginning of the plan year | 2024-05-08 | 914019 |
| Value of plan covered by a fidelity bond | 2024-05-08 | 120000 |
| Participant contributions to plan in this plan year | 2024-05-08 | 39102 |
| Other income to plan in this plan year | 2024-05-08 | 155140 |
| Plan net income in this plan year | 2024-05-08 | 69233 |
| Net assets as of the end of the plan year | 2024-05-08 | 983252 |
| Net assets as of the beginning of the plan year | 2024-05-08 | 914019 |
| Employer contributions to plan in this plan year | 2024-05-08 | 7191 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-08 | 12291 |
| 2020 : EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $205,116 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $16,875 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $8,474 |
| Total plan assets at end of year | 2020-12-31 | $882,520 |
| Total plan assets at beginning of year | 2020-12-31 | $694,279 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $36,620 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $107,646 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $188,241 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $882,520 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $694,279 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $60,850 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $8,401 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $170,457 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $2,539 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $694,279 |
| Total plan assets at beginning of year | 2019-12-31 | $526,361 |
| Value of fidelity bond covering the plan | 2019-12-31 | $53,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $39,761 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $121,765 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $167,918 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $694,279 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $526,361 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $8,931 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,539 |
| 2018 : EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $8,424 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,973 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $526,361 |
| Total plan assets at beginning of year | 2018-12-31 | $521,910 |
| Value of fidelity bond covering the plan | 2018-12-31 | $53,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $33,440 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-52,836 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $4,451 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $526,361 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $521,910 |
| Assets. Value of participant loans | 2018-12-31 | $1,245 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $27,820 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,973 |
| 2017 : EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $155,518 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $4,811 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $521,910 |
| Total plan assets at beginning of year | 2017-12-31 | $371,203 |
| Value of fidelity bond covering the plan | 2017-12-31 | $38,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $32,358 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $69,447 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $150,707 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $521,910 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $371,203 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $53,713 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,811 |
| 2016 : EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $311,026 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,016 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $371,203 |
| Total plan assets at beginning of year | 2016-12-31 | $61,193 |
| Value of fidelity bond covering the plan | 2016-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $28,244 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,016 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $217,021 |
| Other income received | 2016-12-31 | $14,912 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $310,010 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $371,203 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $61,193 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $50,849 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $61,193 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $61,193 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $20,802 |
| Other income received | 2015-12-31 | $-887 |
| Net income (gross income less expenses) | 2015-12-31 | $61,193 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $61,193 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $41,278 |
| 2020: EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EDGEPOINT LEARNING, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
