2023 Form 5500 filing — Efpr Group Llp 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 20240925124941NAL0005459075001) for Efpr Group Llp 401(K) Profit Sharing Plan, reported by Efpr Group Llp under EIN 47-2070220 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925124941NAL0005459075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Efpr Group Llp
- EIN
- 47-2070220
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,502,277
- Total liabilities (EOY)
- $17,506
- Net assets (EOY)
- $30,484,771
- Employer contributions
- $798,110
- Participant contributions
- $1,672,367
- Total income / additions
- $7,024,399
- Benefits paid
- $2,933,799
- Administrative expenses
- $49,910
- Total expenses
- $2,983,709
- Net increase / (decrease)
- $4,040,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Retirement Partners | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $20,547 | $0 |
| Bia Consulting LLC Dba Enhanced | CONTRACT ADMINISTRATOR | $3,650 | not reported in the loaded dataset |
| Gwfs Equities Inc. | SECURITIES BROKERAGE | $176 | not reported in the loaded dataset |
| Gwfs Equities Inc | INVESTMENTS | $30 | not reported in the loaded dataset |
| Gwfs Equities Inc. | INVESTMENTS | $0 | $0 |