Empire Office, Inc. 401(K) Plan Ii — Form 5500 plan (Empire Office, 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, Empire Office, Inc. 401(K) Plan Ii is a benefit plan reported by Empire Office, Inc. under EIN 13-1945763 and plan number 002. The latest loaded filing year is 2023. The filing reports 431 participants and $25,903,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Empire Office, Inc.
- EIN
- 13-1945763
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $25,903,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20241205101826NAL0005562817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,903,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,903,293
- Net assets (BOY)
- $21,026,649
Income & contributions
- Employer contributions
- $110,000
- Participant contributions
- $1,834,231
- Total contributions
- $2,102,493
- Total income / additions
- $6,228,571
Expenses & distributions
- Benefits paid
- $1,201,686
- Administrative expenses
- $150,241
- Total expenses
- $1,351,927
- Net increase / (decrease)
- $4,876,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | NONE | $82,618 | not reported in the loaded dataset | 2023 |
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $35,303 | $0 | 2023 |
| Sentinel Benefits Group | NONE | $24,007 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $4,012 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Empire Office, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Ubs Financial Services — Schedule C compensation
- Mutual Of America Sec. Corp LLC — Schedule C compensation
- Sentinel Benefits Group — Schedule C compensation
- Wilshire Associates Inc. — Schedule C compensation