2023 Form 5500 filing — Epstein Becker & Green, P.C. Associates' 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 20241009134704NAL0032928000007) for Epstein Becker & Green, P.C. Associates' Savings Plan, reported by Epstein Becker & Green, P.C. under EIN 13-3031033 and plan number 006. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$39.4MReported net assets$39,350,968
Participants346
Provider compensation$28.5K2 Schedule C row(s)$28,500
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009134704NAL0032928000007
Plan sponsor
Epstein Becker & Green, P.C.
EIN
13-3031033
Plan number
006
Location
New York, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$39.4M total assets
Net assets$39.4MLiabilities
Money in vs. money out
Total income / additions$10M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$1.9K
Participant$2.5M
Full reported line items
Total assets (EOY)
$39,350,968
Net assets (EOY)
$39,350,968
Employer contributions
$1,908
Participant contributions
$2,458,660
Total income / additions
$10,025,237
Benefits paid
$2,458,319
Administrative expenses
$28,500
Total expenses
$2,488,626
Net increase / (decrease)
$7,536,611
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $28.5K · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $0 · Indirect $0

Related Form 5500 pages