Efpr Group Llp 401(K) Profit Sharing Plan — Form 5500 plan (Efpr Group Llp)
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, Efpr Group Llp 401(K) Profit Sharing Plan is a benefit plan reported by Efpr Group Llp under EIN 47-2070220 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $30,502,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Efpr Group Llp
- EIN
- 47-2070220
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $30,502,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20240925124941NAL0005459075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,502,277
- Total liabilities (EOY)
- $17,506
- Net assets (EOY)
- $30,484,771
- Net assets (BOY)
- $26,444,081
Income & contributions
- Employer contributions
- $798,110
- Participant contributions
- $1,672,367
- Total contributions
- $2,536,765
- Total income / additions
- $7,024,399
Expenses & distributions
- Benefits paid
- $2,933,799
- Administrative expenses
- $49,910
- Total expenses
- $2,983,709
- Net increase / (decrease)
- $4,040,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Retirement Partners | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $20,547 | $0 | 2023 |
| Bia Consulting LLC Dba Enhanced | CONTRACT ADMINISTRATOR | $3,650 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc. | SECURITIES BROKERAGE | $176 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | INVESTMENTS | $30 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc. | INVESTMENTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Efpr Group Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Lpl Financial Retirement Partners — Schedule C compensation
- Empower Life & Annuity Ins Co Of Ny — Schedule C compensation
- Bia Consulting LLC Dba Enhanced — Schedule C compensation
- Gwfs Equities Inc. — Schedule C compensation