2023 Form 5500 filing — A. Epstein And Sons International, Inc Salary Savings 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 20240904084858NAL0019502993001) for A. Epstein And Sons International, Inc Salary Savings Plan, reported by A. Epstein And Sons International, Inc. under EIN 36-3513737 and plan number 004. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904084858NAL0019502993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A. Epstein And Sons International, Inc.
- EIN
- 36-3513737
- Plan number
- 004
- Location
- Chicago, IL
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,679,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,679,225
- Employer contributions
- $210,845
- Participant contributions
- $1,390,785
- Total income / additions
- $5,313,645
- Benefits paid
- $3,440,420
- Administrative expenses
- $61,919
- Total expenses
- $3,502,339
- Net increase / (decrease)
- $1,811,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial | NONE | $42,086 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $19,832 | $0 |