2023 Form 5500 filing — Electric Power Research Institute, Inc. 401(K) 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 20240807192502NAL0007058784001) for Electric Power Research Institute, Inc. 401(K) Plan, reported by Electric Power Research Institute, Inc. under EIN 23-7175375 and plan number 006. It reports 1,775 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807192502NAL0007058784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Electric Power Research Institute, Inc.
- EIN
- 23-7175375
- Plan number
- 006
- Location
- Palo Alto, CA
- Participants
- 1,775
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $534,264,313
- Net assets (EOY)
- $534,264,313
- Employer contributions
- $19,155,017
- Participant contributions
- $16,043,079
- Total income / additions
- $117,996,490
- Benefits paid
- $24,538,664
- Administrative expenses
- $144,743
- Total expenses
- $24,683,407
- Net increase / (decrease)
- $93,313,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Advisers Inc. | NONE | $137,818 | $0 |
| Vanguard Group Inc. | NONE | $9,925 | not reported in the loaded dataset |