2023 Form 5500 filing — Epilepsy Foundation Of America 401(K) Profit Sharing 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 20241008103903NAL0009555939001) for Epilepsy Foundation Of America 401(K) Profit Sharing Plan, reported by Epilepsy Foundation Of America under EIN 52-0856660 and plan number 005. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008103903NAL0009555939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Epilepsy Foundation Of America
- EIN
- 52-0856660
- Plan number
- 005
- Location
- Bowie, MD
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,305,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,305,681
- Employer contributions
- $412,914
- Participant contributions
- $449,388
- Total income / additions
- $2,014,043
- Benefits paid
- $1,271,887
- Administrative expenses
- $37,368
- Total expenses
- $1,309,255
- Net increase / (decrease)
- $704,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $13,603 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,111 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,166 | not reported in the loaded dataset |