Plan5500

Epic Sheet Metal, Inc. Retirement Plan — Form 5500 plan (Epic Sheet Metal, 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 Sheet Metal, Inc. Retirement Plan is a benefit plan reported by Epic Sheet Metal, Inc. under EIN 82-1209807 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $1,884,263 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Epic Sheet Metal, Inc.
EIN
82-1209807
Plan number
001
Plan type
2
Location
Mira Loma, CA
Latest filing year
2023
Participants
397
End-of-year plan assets
$1,884,263

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023397H, C20260423112849NAL0010206178001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,884,263
Total liabilities (EOY)
$0
Net assets (EOY)
$1,884,263
Net assets (BOY)
$1,456,556

Income & contributions

Employer contributions
$193,018
Participant contributions
$101,953
Total contributions
$294,971
Total income / additions
$509,741

Expenses & distributions

Benefits paid
$82,034
Administrative expenses
$0
Total expenses
$82,034
Net increase / (decrease)
$427,707

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideSERVICE PROVIDER$22,181$2662023
Hicks Pension ServicesTHIRD-PARTY ADMINISTRATO$20,034$1,1242023
Ameriprise Financial ServicesINVESTMENT ADVISORnot reported in the loaded dataset$8,2092023

Related Form 5500 pages