Epic Cpf 401(K) Plan — Form 5500 plan (Epic Enterprises, Inc.)

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, Epic Cpf 401(K) Plan is a benefit plan reported by Epic Enterprises, Inc. under EIN 04-2431254 and plan number 002. The latest loaded filing year is 2023. The filing reports 625 participants and $32,477,103 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Epic Enterprises, Inc.
EIN
04-2431254
Plan number
002
Plan type
3
Location
Ayer, MA
Latest filing year
2023
Participants
625
End-of-year plan assets
$32,477,103

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023625H, C20241011143520NAL0011027075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,477,103
Net assets (EOY)
$32,477,103
Net assets (BOY)
$28,159,393

Income & contributions

Employer contributions
$1,382,900
Participant contributions
$2,384,849
Total contributions
$4,188,494
Total income / additions
$8,497,788

Expenses & distributions

Benefits paid
$4,097,428
Administrative expenses
$81,025
Total expenses
$4,180,078
Net increase / (decrease)
$4,317,710

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$63,818$02023
Nbt Capital ManagementADVISOR$17,207not reported in the loaded dataset2023

Related Form 5500 pages