Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan — Form 5500 plan (Epstein Becker & Green, P.C.)

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, Epstein Becker & Green, P.C. Market Based Cash Balance Pension Plan is a benefit plan reported by Epstein Becker & Green, P.C. under EIN 13-3031033 and plan number 008. The latest loaded filing year is 2023. The filing reports 155 participants and $5,151,874 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,151,874
Participants155Covered participants reported
Assets / participant$33.2KComputed: assets ÷ participants$33,238 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Epstein Becker & Green, P.C.
EIN
13-3031033
Plan number
008
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    155 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities
Money in vs. money out
Total income / additions$5.2M
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$5M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$5,151,874
Net assets (EOY)
$5,151,874
Net assets (BOY)
$0

Income & contributions

Employer contributions
$5,035,174
Total contributions
$5,035,174
Total income / additions
$5,151,874

Expenses & distributions

Net increase / (decrease)
$5,151,874
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORD KEEPER · Direct $0 · Indirect $0

Related Form 5500 pages