2023 Form 5500 filing — Epstein Becker & Green, P.C. 401(K) Retirement Savings 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 20241009134237NAL0038043330001) for Epstein Becker & Green, P.C. 401(K) Retirement Savings Plan, reported by Epstein Becker & Green, P.C. under EIN 13-3031033 and plan number 007. It reports 603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009134237NAL0038043330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Epstein Becker & Green, P.C.
- EIN
- 13-3031033
- Plan number
- 007
- Location
- New York, NY
- Participants
- 603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $143,494,784
- Net assets (EOY)
- $143,494,784
- Employer contributions
- $5,180,158
- Participant contributions
- $6,108,092
- Total income / additions
- $58,499,387
- Benefits paid
- $13,196,744
- Administrative expenses
- $132,063
- Total expenses
- $13,331,727
- Net increase / (decrease)
- $45,167,660
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $103,236 | $0 |
| Anchin Block & Anchin | ACCOUNTANT | $28,827 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |