Epicor Software 401(K) Savings Plan — Form 5500 plan (Epicor Software Corporation)

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, Epicor Software 401(K) Savings Plan is a benefit plan reported by Epicor Software Corporation under EIN 45-1478440 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,107 participants and $539,985,411 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Epicor Software Corporation
EIN
45-1478440
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
3,107
End-of-year plan assets
$539,985,411

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,107H, C20241014104646NAL0013155059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$539,985,411
Total liabilities (EOY)
$0
Net assets (EOY)
$539,985,411
Net assets (BOY)
$467,413,721

Income & contributions

Employer contributions
$7,855,651
Participant contributions
$24,012,941
Total contributions
$37,015,394
Total income / additions
$135,204,649

Expenses & distributions

Benefits paid
$63,494,610
Administrative expenses
-$889,629
Total expenses
$62,632,959
Net increase / (decrease)
$72,571,690

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$58,534not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$948,163$02023

Related Form 5500 pages