Evening Post Publishing, Inc. Employee Retirement Plan — Form 5500 plan (Evening Post Publishing, 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, Evening Post Publishing, Inc. Employee Retirement Plan is a benefit plan reported by Evening Post Publishing, Inc. under EIN 87-2154096 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,265 participants and $51,492,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evening Post Publishing, Inc.
- EIN
- 87-2154096
- Plan number
- 002
- Plan type
- 3
- Location
- Charleston, SC
- Latest filing year
- 2023
- Participants
- 1,265
- End-of-year plan assets
- $51,492,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,265 | H, C | 20240926142841NAL0000789249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,492,019
- Net assets (EOY)
- $51,492,019
- Net assets (BOY)
- $49,602,816
Income & contributions
- Employer contributions
- $433,106
- Participant contributions
- $1,298,259
- Total contributions
- $2,048,595
- Total income / additions
- $9,208,987
Expenses & distributions
- Benefits paid
- $7,168,921
- Administrative expenses
- $150,863
- Total expenses
- $7,319,784
- Net increase / (decrease)
- $1,889,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $107,448 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $25,158 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | CONSULTANT | $10,259 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evening Post Publishing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Charleston, SC
- Transamerica Retirement Solutions — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- National Financial Services — Schedule C compensation