2023 Form 5500 filing — Evening Post Publishing, Inc. Employee Retirement 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 20240926142841NAL0000789249001) for Evening Post Publishing, Inc. Employee Retirement Plan, reported by Evening Post Publishing, Inc. under EIN 87-2154096 and plan number 002. It reports 1,265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926142841NAL0000789249001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Evening Post Publishing, Inc.
- EIN
- 87-2154096
- Plan number
- 002
- Location
- Charleston, SC
- Participants
- 1,265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,492,019
- Net assets (EOY)
- $51,492,019
- Employer contributions
- $433,106
- Participant contributions
- $1,298,259
- Total income / additions
- $9,208,987
- Benefits paid
- $7,168,921
- Administrative expenses
- $150,863
- Total expenses
- $7,319,784
- Net increase / (decrease)
- $1,889,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $107,448 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $25,158 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | CONSULTANT | $10,259 | not reported in the loaded dataset |
| Forvis, Llp | AUDITOR | $8,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |