2023 Form 5500 filing — Epiphany Business Services, LLC Profit Sharing Plan And Trust
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 20240925101551NAL0025118176001) for Epiphany Business Services, LLC Profit Sharing Plan And Trust, reported by Epiphany Business Services, LLC under EIN 47-1304706 and plan number 001. It reports 898 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925101551NAL0025118176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Epiphany Business Services, LLC
- EIN
- 47-1304706
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 898
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,359,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,359,965
- Employer contributions
- $1,648,477
- Participant contributions
- $4,673,702
- Total income / additions
- $11,119,708
- Benefits paid
- $1,252,229
- Administrative expenses
- $163,809
- Total expenses
- $1,424,094
- Net increase / (decrease)
- $9,695,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $109,314 | $0 |
| Alliant Retirement Services | ADVISOR | $49,374 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,121 | not reported in the loaded dataset |