Eptam Precision Solutions 401(K) Plan — Form 5500 plan (Eptam Plastics Ltd.)
Plain-English plan 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, Eptam Precision Solutions 401(K) Plan is a benefit plan reported by Eptam Plastics Ltd. under EIN 02-0363107 and plan number 001. The latest loaded filing year is 2023. The filing reports 619 participants and $19,434,229 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eptam Plastics Ltd.
- EIN
- 02-0363107
- Plan number
- 001
- Plan type
- 2
- Location
- Northfield, NH
- Latest filing year
- 2023
- Participants
- 619
- End-of-year plan assets
- $19,434,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 619 | H, C | 20251215141903NAL0000740243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,434,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,434,229
- Net assets (BOY)
- $15,072,320
Income & contributions
- Employer contributions
- $679,567
- Participant contributions
- $1,888,199
- Total contributions
- $3,023,575
- Total income / additions
- $5,868,018
Expenses & distributions
- Benefits paid
- $1,364,040
- Administrative expenses
- $94,105
- Total expenses
- $1,506,109
- Net increase / (decrease)
- $4,361,909
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $80,889 | $0 | 2023 |
| Advisory Group Equity Services Ltd | BROKER/ADVISER | $0 | $39,918 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,466 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $5,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eptam Plastics Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Northfield, NH
- Empower Annuity Insurance Company — Schedule C compensation
- Advisory Group Equity Services Ltd — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation