2023 Form 5500 filing — Epic Sheet Metal, Inc. 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 20260423112849NAL0010206178001) for Epic Sheet Metal, Inc. Retirement Plan, reported by Epic Sheet Metal, Inc. under EIN 82-1209807 and plan number 001. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260423112849NAL0010206178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Epic Sheet Metal, Inc.
- EIN
- 82-1209807
- Plan number
- 001
- Location
- Mira Loma, CA
- Participants
- 397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,884,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,884,263
- Employer contributions
- $193,018
- Participant contributions
- $101,953
- Total income / additions
- $509,741
- Benefits paid
- $82,034
- Administrative expenses
- $0
- Total expenses
- $82,034
- Net increase / (decrease)
- $427,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | SERVICE PROVIDER | $22,181 | $266 |
| Hicks Pension Services | THIRD-PARTY ADMINISTRATO | $20,034 | $1,124 |
| Ameriprise Financial Services | INVESTMENT ADVISOR | not reported in the loaded dataset | $8,209 |