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 Affiliated Companies 401(K) Pension Plan is a benefit plan reported by Alden Leeds, Inc. under EIN 22-1683651 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $14,439,105 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,439,105
- Total liabilities (EOY)
- $1,016
- Net assets (EOY)
- $14,438,089
- Net assets (BOY)
- $12,928,526
Income & contributions
- Employer contributions
- $314,980
- Participant contributions
- $116,979
- Total contributions
- $436,959
- Total income / additions
- $2,579,231
Expenses & distributions
- Benefits paid
- $990,958
- Administrative expenses
- $78,710
- Total expenses
- $1,069,668
- Net increase / (decrease)
- $1,509,563