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 Long Island, Inc. Tax Deferred Annunity Plan is a benefit plan reported by Epic Long Island, Inc. under EIN 11-1821135 and plan number 001. The latest loaded filing year is 2023. The filing reports 887 participants and $6,386,246 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,386,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,386,246
- Net assets (BOY)
- $5,726,072
Income & contributions
- Participant contributions
- $236,362
- Total contributions
- $236,362
- Total income / additions
- $1,022,090
Expenses & distributions
- Benefits paid
- $327,830
- Administrative expenses
- $34,086
- Total expenses
- $361,916
- Net increase / (decrease)
- $660,174