Civic Intelligence

Edge Financial LLC

Plan context: EDGE FINANCE, LLC 401(K) PLAN

EIN 47-5442117 • Pinehurst, TX • 13 filings • 3 plans

33502 Hwy 249Pinehurst, TX 77362
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$981,333

2024 Contributions

$346,004

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$981,333$490,667$0201920222024YearValue
$981,333Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

98490201820212024YearValue
66Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024266$981,333$346,004$5,242iApproximate average salary by contribution assumption: employee only about $131,062 at 4% or $87,375 at 6%; with 50% employer match about $87,375 at 4% or $58,250 at 6%; with 100% employer match about $65,531 at 4% or $43,687 at 6%.
EDGE FINANCE, LLC 401(K) PLAN-66$981,333$346,004$5,242iApproximate average salary by contribution assumption: employee only about $131,062 at 4% or $87,375 at 6%; with 50% employer match about $87,375 at 4% or $58,250 at 6%; with 100% employer match about $65,531 at 4% or $43,687 at 6%.
Edge Systems Employee Benefit Plan Trust-0---
2023261$807,012$932,779$15,291iApproximate average salary by contribution assumption: employee only about $382,286 at 4% or $254,858 at 6%; with 50% employer match about $254,858 at 4% or $169,905 at 6%; with 100% employer match about $191,143 at 4% or $127,429 at 6%.
EDGE FINANCE, LLC 401(K) PLAN-52$696,208$173,970$3,346iApproximate average salary by contribution assumption: employee only about $83,639 at 4% or $55,760 at 6%; with 50% employer match about $55,760 at 4% or $37,173 at 6%; with 100% employer match about $41,820 at 4% or $27,880 at 6%.
Edge Systems Employee Benefit Plan Trust-61$110,804$758,809$12,439iApproximate average salary by contribution assumption: employee only about $310,987 at 4% or $207,325 at 6%; with 50% employer match about $207,325 at 4% or $138,217 at 6%; with 100% employer match about $155,494 at 4% or $103,662 at 6%.
2022278$516,714$918,233$11,772iApproximate average salary by contribution assumption: employee only about $294,305 at 4% or $196,204 at 6%; with 50% employer match about $196,204 at 4% or $130,802 at 6%; with 100% employer match about $147,153 at 4% or $98,102 at 6%.
EDGE FINANCE, LLC 401(K) PLAN AND TRUST-78$516,714$204,723$2,625iApproximate average salary by contribution assumption: employee only about $65,616 at 4% or $43,744 at 6%; with 50% employer match about $43,744 at 4% or $29,163 at 6%; with 100% employer match about $32,808 at 4% or $21,872 at 6%.
Edge Systems Employee Benefit Plan Trust-63-$713,510$11,326iApproximate average salary by contribution assumption: employee only about $283,139 at 4% or $188,759 at 6%; with 50% employer match about $188,759 at 4% or $125,840 at 6%; with 100% employer match about $141,569 at 4% or $94,380 at 6%.
2021285$458,450$715,455$8,417iApproximate average salary by contribution assumption: employee only about $210,428 at 4% or $140,285 at 6%; with 50% employer match about $140,285 at 4% or $93,524 at 6%; with 100% employer match about $105,214 at 4% or $70,143 at 6%.
EDGE FINANCE, LLC 401(K) PLAN AND TRUST-85$458,450$171,703$2,020iApproximate average salary by contribution assumption: employee only about $50,501 at 4% or $33,667 at 6%; with 50% employer match about $33,667 at 4% or $22,445 at 6%; with 100% employer match about $25,250 at 4% or $16,834 at 6%.
Edge Systems Employee Benefit Plan Trust-54-$543,752$10,069iApproximate average salary by contribution assumption: employee only about $251,737 at 4% or $167,825 at 6%; with 50% employer match about $167,825 at 4% or $111,883 at 6%; with 100% employer match about $125,869 at 4% or $83,912 at 6%.
2020243$328,968$564,890$13,137iApproximate average salary by contribution assumption: employee only about $328,424 at 4% or $218,950 at 6%; with 50% employer match about $218,950 at 4% or $145,966 at 6%; with 100% employer match about $164,212 at 4% or $109,475 at 6%.
EDGE FINANCE, LLC 401(K) PLAN AND TRUST-43$328,968$165,972$3,860iApproximate average salary by contribution assumption: employee only about $96,495 at 4% or $64,330 at 6%; with 50% employer match about $64,330 at 4% or $42,887 at 6%; with 100% employer match about $48,248 at 4% or $32,165 at 6%.
Edge Systems Employee Benefit Plan Trust-39-$398,918$10,229iApproximate average salary by contribution assumption: employee only about $255,717 at 4% or $170,478 at 6%; with 50% employer match about $170,478 at 4% or $113,652 at 6%; with 100% employer match about $127,858 at 4% or $85,239 at 6%.
2019298$240,449$841,781$8,590iApproximate average salary by contribution assumption: employee only about $214,740 at 4% or $143,160 at 6%; with 50% employer match about $143,160 at 4% or $95,440 at 6%; with 100% employer match about $107,370 at 4% or $71,580 at 6%.
EDGE FINANCE, LLC 401(K) PLAN AND TRUST-98$240,449$231,348$2,361iApproximate average salary by contribution assumption: employee only about $59,017 at 4% or $39,345 at 6%; with 50% employer match about $39,345 at 4% or $26,230 at 6%; with 100% employer match about $29,509 at 4% or $19,672 at 6%.
Edge Systems Employee Benefit Plan Trust-37-$610,433$16,498iApproximate average salary by contribution assumption: employee only about $412,455 at 4% or $274,970 at 6%; with 50% employer match about $274,970 at 4% or $183,313 at 6%; with 100% employer match about $206,227 at 4% or $137,485 at 6%.
2018157$0$560,354$9,831iApproximate average salary by contribution assumption: employee only about $245,769 at 4% or $163,846 at 6%; with 50% employer match about $163,846 at 4% or $109,231 at 6%; with 100% employer match about $122,885 at 4% or $81,923 at 6%.
Edge Systems Employee Benefit Plan Trust-57-$560,354$9,831iApproximate average salary by contribution assumption: employee only about $245,769 at 4% or $163,846 at 6%; with 50% employer match about $163,846 at 4% or $109,231 at 6%; with 100% employer match about $122,885 at 4% or $81,923 at 6%.
Edge Financial LLC | EIN 47-5442117 | 2024 Form 5500 Company Profile