Plan5500

Epsi 403(B) Plan — Form 5500 plan (Enterprise Professional Services, 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, Epsi 403(B) Plan is a benefit plan reported by Enterprise Professional Services, Inc. under EIN 45-0896436 and plan number 001. The latest loaded filing year is 2023. The filing reports 414 participants and $970,244 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Enterprise Professional Services, Inc.
EIN
45-0896436
Plan number
001
Plan type
2
Location
Lakeway, TX
Latest filing year
2023
Participants
414
End-of-year plan assets
$970,244

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023414H, C20240708072806NAL0019429648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$970,244
Net assets (EOY)
$970,244
Net assets (BOY)
$850,091

Income & contributions

Employer contributions
$85,583
Participant contributions
$115,879
Total contributions
$201,462
Total income / additions
$325,155

Expenses & distributions

Benefits paid
$185,183
Administrative expenses
$19,819
Total expenses
$205,002
Net increase / (decrease)
$120,153

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$10,785$02023

Related Form 5500 pages