2023 Form 5500 filing — Epco, LLC 401k 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 20241015050745NAL0046740896001) for Epco, LLC 401k Plan, reported by Epco, LLC under EIN 38-3771024 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,481,497
Participants143
Provider compensation$5.5K3 Schedule C row(s)$5,459
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015050745NAL0046740896001
Plan sponsor
Epco, LLC
EIN
38-3771024
Plan number
001
Location
South Portland, ME
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$793.3K
Total expenses$424.8K
Benefits paid / distributions$408.6K
Contributions
Employer$162K
Participant$311.2K
Full reported line items
Total assets (EOY)
$2,481,497
Total liabilities (EOY)
$0
Net assets (EOY)
$2,481,497
Employer contributions
$162,011
Participant contributions
$311,212
Total income / additions
$793,332
Benefits paid
$408,566
Administrative expenses
$12,687
Total expenses
$424,811
Net increase / (decrease)
$368,521
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $5.5K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0
  3. 3
    Ms$0
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015050745NAL0046740896001 cover?
It is the 2023 Form 5500 filing for Epco, LLC 401k Plan, reported by Epco, LLC (EIN 38-3771024).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages