2023 Form 5500 filing — Eptura, Inc. 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 20241015171557NAL0029225249001) for Eptura, Inc. 401(K) Plan, reported by Eptura, Inc. under EIN 04-3142406 and plan number 001. It reports 466 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)$23MReported net assets$22,972,612
Participants466
Provider compensation$91.7K3 Schedule C row(s)$91,653
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015171557NAL0029225249001
- Plan sponsor
- Eptura, Inc.
- EIN
- 04-3142406
- Plan number
- 001
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
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)$23M total assets
Net assets$23MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,972,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,972,612
- Employer contributions
- $1,337,376
- Participant contributions
- $2,717,081
- Total income / additions
- $8,335,920
- Benefits paid
- $4,574,309
- Administrative expenses
- $91,653
- Total expenses
- $4,665,962
- Net increase / (decrease)
- $3,669,958
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Insurance Services Inc Dba | INVESTMENT ADVISOR | $50,998 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,988 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,667 | not reported in the loaded dataset |