Eps Group 401(K) Plan — Form 5500 plan (Eps Group, 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, Eps Group 401(K) Plan is a benefit plan reported by Eps Group, Inc. under EIN 43-2017157 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $20,209,076 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eps Group, Inc.
EIN
43-2017157
Plan number
001
Plan type
2
Location
Mesa, AZ
Latest filing year
2023
Participants
345
End-of-year plan assets
$20,209,076

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20240823052305NAL0010669168001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,209,076
Total liabilities (EOY)
$0
Net assets (EOY)
$20,209,076
Net assets (BOY)
$15,993,188

Income & contributions

Employer contributions
$787,539
Participant contributions
$1,591,715
Total contributions
$2,402,574
Total income / additions
$5,232,333

Expenses & distributions

Benefits paid
$918,221
Administrative expenses
$71,584
Total expenses
$1,016,445
Net increase / (decrease)
$4,215,888

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pfg Advisors, LLCINVESTMENT/FINANCIAL ADVI$40,931$02023
Adp, Inc.RECORD KEEPER$27,251$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages