2023 Form 5500 filing — Epic Consulting Inc 401(K) Profit Sharing Plan & Trust

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 20241021132525NAL0002491920001) for Epic Consulting Inc 401(K) Profit Sharing Plan & Trust, reported by Epic Consulting Inc under EIN 86-0934111 and plan number 001. It reports 373 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)$344.2KReported net assets$344,195
Participants373
Provider compensation$31.7K2 Schedule C row(s)$31,667
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241021132525NAL0002491920001
Plan sponsor
Epic Consulting Inc
EIN
86-0934111
Plan number
001
Location
Phoenix, AZ
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)$344.2K total assets
Net assets$344.2KLiabilities$0
Money in vs. money out
Total income / additions$222K
Total expenses$95.9K
Benefits paid / distributions$62.7K
Contributions
Employer$0
Participant$186.9K
Full reported line items
Total assets (EOY)
$344,195
Total liabilities (EOY)
$0
Net assets (EOY)
$344,195
Employer contributions
$0
Participant contributions
$186,880
Total income / additions
$222,007
Benefits paid
$62,654
Administrative expenses
$33,202
Total expenses
$95,856
Net increase / (decrease)
$126,151
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $26.4K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $5.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241021132525NAL0002491920001 cover?
It is the 2023 Form 5500 filing for Epic Consulting Inc 401(K) Profit Sharing Plan & Trust, reported by Epic Consulting Inc (EIN 86-0934111).
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