Epic Fitness Group Retirement Plan — Form 5500 plan (Efg Management Co. 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, Epic Fitness Group Retirement Plan is a benefit plan reported by Efg Management Co. Inc. under EIN 47-1429476 and plan number 001. The latest loaded filing year is 2023. The filing reports 647 participants and $2,935,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Efg Management Co. Inc.
- EIN
- 47-1429476
- Plan number
- 001
- Plan type
- 2
- Location
- Northville, MI
- Latest filing year
- 2023
- Participants
- 647
- End-of-year plan assets
- $2,935,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 647 | H, C | 20241007144548NAL0026449888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,935,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,935,017
- Net assets (BOY)
- $2,167,913
Income & contributions
- Employer contributions
- $362,054
- Participant contributions
- $442,983
- Total contributions
- $805,037
- Total income / additions
- $1,221,790
Expenses & distributions
- Benefits paid
- $442,057
- Administrative expenses
- $12,629
- Total expenses
- $454,686
- Net increase / (decrease)
- $767,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $6,484 | $0 | 2023 |
| Iron Financial | NONE | $6,145 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |