2023 Form 5500 filing — Epic Aircraft LLC 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 20241003085008NAL0004722227001) for Epic Aircraft LLC 401(K) Plan, reported by Epic Aircraft LLC under EIN 90-0815120 and plan number 001. It reports 573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003085008NAL0004722227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Epic Aircraft LLC
- EIN
- 90-0815120
- Plan number
- 001
- Location
- Bend, OR
- Participants
- 573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,121,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,121,429
- Employer contributions
- $586,767
- Participant contributions
- $1,089,633
- Total income / additions
- $2,826,755
- Benefits paid
- $354,040
- Administrative expenses
- $30,929
- Total expenses
- $384,969
- Net increase / (decrease)
- $2,441,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Insurance | RECORD KEEPER | $30,929 | $0 |
| Wells Fargo Advisors | INVESTMENT PROFESSIONAL | $0 | $0 |