Erp Analysts, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Erp Analysts, 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, Erp Analysts, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Erp Analysts, Inc. under EIN 31-1688884 and plan number 001. The latest loaded filing year is 2023. The filing reports 515 participants and $23,651,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Erp Analysts, Inc.
EIN
31-1688884
Plan number
001
Plan type
2
Location
Dublin, OH
Latest filing year
2023
Participants
515
End-of-year plan assets
$23,651,536

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023515H, C20241015184459NAL0030663521001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,651,536
Total liabilities (EOY)
$0
Net assets (EOY)
$23,651,536
Net assets (BOY)
$16,292,602

Income & contributions

Employer contributions
$1,410,403
Participant contributions
$3,178,482
Total contributions
$4,893,045
Total income / additions
$8,415,700

Expenses & distributions

Benefits paid
$971,725
Administrative expenses
$85,041
Total expenses
$1,056,766
Net increase / (decrease)
$7,358,934

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Plans, Inc.ADVISOR/TPA/3(38)/3(16)$54,236$02023
Transamerica Retirement SolutionsRECORDKEEPER$30,911$02023

Related Form 5500 pages