2023 Form 5500 filing — Epsi 403(B) 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 20240708072806NAL0019429648001) for Epsi 403(B) Plan, reported by Enterprise Professional Services, Inc. under EIN 45-0896436 and plan number 001. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708072806NAL0019429648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Enterprise Professional Services, Inc.
- EIN
- 45-0896436
- Plan number
- 001
- Location
- Lakeway, TX
- Participants
- 414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $970,244
- Net assets (EOY)
- $970,244
- Employer contributions
- $85,583
- Participant contributions
- $115,879
- Total income / additions
- $325,155
- Benefits paid
- $185,183
- Administrative expenses
- $19,819
- Total expenses
- $205,002
- Net increase / (decrease)
- $120,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $10,785 | $0 |