Epsilon, Inc. 401(K) Plan — Form 5500 plan (Epsilon, 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, Epsilon, Inc. 401(K) Plan is a benefit plan reported by Epsilon, Inc. under EIN 30-0524186 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $6,136,166 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.1MPlan net assets, end of year$6,136,166
Participants377Covered participants reported
Assets / participant$16.3KComputed: assets ÷ participants$16,276 (computed)
Provider compensation$39.5K2 Schedule C provider row(s)$39,486
- Plan sponsor
- Epsilon, Inc.
- EIN
- 30-0524186
- Plan number
- 001
- Plan type
- 2
- Location
- Weaverville, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20240802141751NAL0025029489001 |
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)$6.1M total assets
Net assets$6.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,136,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,136,166
- Net assets (BOY)
- $3,986,574
Income & contributions
- Employer contributions
- $252,697
- Participant contributions
- $1,103,643
- Total contributions
- $1,631,023
- Total income / additions
- $2,547,187
Expenses & distributions
- Benefits paid
- $358,109
- Administrative expenses
- $39,486
- Total expenses
- $397,595
- Net increase / (decrease)
- $2,149,592
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Colton Groome Financial Advisors Ll | INVESTMENT ADVISOR | $21,940 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,546 | $0 | 2023 |