Epson Portland Inc. 401(K) Savings And Retirement Plan — Form 5500 plan (Epson Portland 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, Epson Portland Inc. 401(K) Savings And Retirement Plan is a benefit plan reported by Epson Portland Inc. under EIN 93-0882588 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $51,396,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Epson Portland Inc.
- EIN
- 93-0882588
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsboro, OR
- Latest filing year
- 2023
- Participants
- 476
- End-of-year plan assets
- $51,396,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20240621155602NAL0001934723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,396,252
- Net assets (EOY)
- $51,396,252
- Net assets (BOY)
- $45,140,715
Income & contributions
- Employer contributions
- $691,890
- Participant contributions
- $1,808,763
- Total contributions
- $2,510,239
- Total income / additions
- $9,787,456
Expenses & distributions
- Benefits paid
- $3,421,946
- Administrative expenses
- $106,188
- Total expenses
- $3,531,919
- Net increase / (decrease)
- $6,255,537
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $60,673 | $0 | 2023 |
| Moss Adams Llp | AUDITOR | $40,950 | not reported in the loaded dataset | 2023 |
| Mercer Investments, LLC | INVESTMENT ADVISOR | $16,565 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Epson Portland Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Hillsboro, OR
- Transamerica Retirement Solutions — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Mercer Investments, LLC — Schedule C compensation
- National Financial Services — Schedule C compensation