2023 Form 5500 filing — Exceptional Parents Unlimited Profit Sharing 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 20250414121056NAL0001675425001) for Exceptional Parents Unlimited Profit Sharing Plan, reported by Exceptional Parents Unlimited under EIN 77-0263702 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414121056NAL0001675425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exceptional Parents Unlimited
- EIN
- 77-0263702
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,352,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,352,975
- Employer contributions
- $200,510
- Participant contributions
- $216,442
- Total income / additions
- $900,262
- Benefits paid
- $240,955
- Administrative expenses
- $24,604
- Total expenses
- $265,559
- Net increase / (decrease)
- $634,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regency Investment Advisors, Inc. | INVESTMENT ADVISOR | $22,933 | not reported in the loaded dataset |
| Professional Capital Service, LLC | CONTRACT ADMINISTRATOR | $1,671 | not reported in the loaded dataset |