2023 Form 5500 filing — Epson Portland Inc. 401(K) Savings And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240621155602NAL0001934723001) for Epson Portland Inc. 401(K) Savings And Retirement Plan, reported by Epson Portland Inc. under EIN 93-0882588 and plan number 001. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240621155602NAL0001934723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Epson Portland Inc.
- EIN
- 93-0882588
- Plan number
- 001
- Location
- Hillsboro, OR
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,396,252
- Net assets (EOY)
- $51,396,252
- Employer contributions
- $691,890
- Participant contributions
- $1,808,763
- Total income / additions
- $9,787,456
- Benefits paid
- $3,421,946
- Administrative expenses
- $106,188
- Total expenses
- $3,531,919
- Net increase / (decrease)
- $6,255,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $60,673 | $0 |
| Moss Adams Llp | AUDITOR | $40,950 | not reported in the loaded dataset |
| Mercer Investments, LLC | INVESTMENT ADVISOR | $16,565 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |