2023 Form 5500 filing — Epic Care 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240229163137NAL0019394336001) for Epic Care 401(K) Profit Sharing Plan, reported by Epic Care under EIN 82-1993796 and plan number 001. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240229163137NAL0019394336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Epic Care
- EIN
- 82-1993796
- Plan number
- 001
- Location
- Antioch, CA
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $1,620,251
- Benefits paid
- $4,247,436
- Administrative expenses
- $31,158
- Total expenses
- $4,278,594
- Net increase / (decrease)
- -$2,658,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Options, Inc. | INVESTMENT ADVISORY | $17,583 | $3 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,573 | $0 |