Exceptional Parents Unlimited Profit Sharing Plan — Form 5500 plan (Exceptional Parents Unlimited)
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, Exceptional Parents Unlimited Profit Sharing Plan is a benefit plan reported by Exceptional Parents Unlimited under EIN 77-0263702 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $4,352,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exceptional Parents Unlimited
- EIN
- 77-0263702
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $4,352,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20250414121056NAL0001675425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,352,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,352,975
- Net assets (BOY)
- $3,718,272
Income & contributions
- Employer contributions
- $200,510
- Participant contributions
- $216,442
- Total contributions
- $426,464
- Total income / additions
- $900,262
Expenses & distributions
- Benefits paid
- $240,955
- Administrative expenses
- $24,604
- Total expenses
- $265,559
- Net increase / (decrease)
- $634,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regency Investment Advisors, Inc. | INVESTMENT ADVISOR | $22,933 | not reported in the loaded dataset | 2023 |
| Professional Capital Service, LLC | CONTRACT ADMINISTRATOR | $1,671 | not reported in the loaded dataset | 2023 |