2023 Form 5500 filing — Epes Transport System 401(K) 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 20241015134501NAL0016520179002) for Epes Transport System 401(K) Retirement Plan, reported by Epes Transport System, LLC under EIN 54-0409030 and plan number 001. It reports 1,893 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)$33.7MReported net assets$33,704,728
Participants1.9K1,893
Provider compensation$178.3K4 Schedule C row(s)$178,307
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015134501NAL0016520179002
Plan sponsor
Epes Transport System, LLC
EIN
54-0409030
Plan number
001
Location
Greensboro, NC
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)$33.7M total assets
Net assets$33.7MLiabilities
Money in vs. money out
Total income / additions$9.5M
Total expenses$5.3M
Benefits paid / distributions$5.1M
Contributions
Employer$1.1M
Participant$4.2M
Full reported line items
Total assets (EOY)
$33,704,728
Net assets (EOY)
$33,704,728
Employer contributions
$1,123,275
Participant contributions
$4,231,192
Total income / additions
$9,535,439
Benefits paid
$5,105,765
Administrative expenses
$178,306
Total expenses
$5,293,576
Net increase / (decrease)
$4,241,863
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $131.3K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $24.1K
  3. 3
    INVESTMENT ADVISOR · Direct $22.9K
  4. 4
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015134501NAL0016520179002 cover?
It is the 2023 Form 5500 filing for Epes Transport System 401(K) Retirement Plan, reported by Epes Transport System, LLC (EIN 54-0409030).
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