Plan5500

Epilepsy Foundation Of America 401(K) Profit Sharing Plan — Form 5500 plan (Epilepsy Foundation Of America)

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, Epilepsy Foundation Of America 401(K) Profit Sharing Plan is a benefit plan reported by Epilepsy Foundation Of America under EIN 52-0856660 and plan number 005. The latest loaded filing year is 2023. The filing reports 124 participants and $7,305,681 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.3MPlan net assets, end of year$7,305,681
Participants124Covered participants reported
Assets / participant$58.9KComputed: assets ÷ participants$58,917 (computed)
Provider compensation$23.9K3 Schedule C provider row(s)$23,880
Plan sponsor
Epilepsy Foundation Of America
EIN
52-0856660
Plan number
005
Plan type
2
Location
Bowie, MD
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    124 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.3M total assets
Net assets$7.3MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$412.9K
Participant$449.4K
Full reported line items

Net assets

Total assets (EOY)
$7,305,681
Total liabilities (EOY)
$0
Net assets (EOY)
$7,305,681
Net assets (BOY)
$6,600,893

Income & contributions

Employer contributions
$412,914
Participant contributions
$449,388
Total contributions
$922,217
Total income / additions
$2,014,043

Expenses & distributions

Benefits paid
$1,271,887
Administrative expenses
$37,368
Total expenses
$1,309,255
Net increase / (decrease)
$704,788
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 48%Participant 52%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income63%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Raymond James$13.6K
    INVESTMENT ADVISOR · Direct $13.6K
  2. 2
    Empower Annuity Insurance Company O$8.1K
    RECORDKEEPER · Direct $8.1K · Indirect $0
  3. 3
    Empower Advisory Group, LLC$2.2K
    INVESTMENT MGMT · Direct $2.2K

What to inspect next

Frequently asked questions

Who sponsors the Epilepsy Foundation Of America 401(K) Profit Sharing Plan?
Epilepsy Foundation Of America 401(K) Profit Sharing Plan is reported as sponsored by Epilepsy Foundation Of America (EIN 52-0856660, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Epilepsy Foundation Of America 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Epilepsy Foundation Of America 401(K) Profit Sharing Plan is 2023.
How many participants does Epilepsy Foundation Of America 401(K) Profit Sharing Plan report?
Epilepsy Foundation Of America 401(K) Profit Sharing Plan reports 124 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Epilepsy Foundation Of America 401(K) Profit Sharing Plan?
Epilepsy Foundation Of America 401(K) Profit Sharing Plan reports $7,305,681 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages