2023 Form 5500 filing — Eppstein Uhen Architects, Inc. 401k 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 20241011084253NAL0010737955001) for Eppstein Uhen Architects, Inc. 401k Savings Plan, reported by Eppstein Uhen Architects, Inc. under EIN 39-1370336 and plan number 001. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084253NAL0010737955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eppstein Uhen Architects, Inc.
- EIN
- 39-1370336
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,022,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,022,354
- Employer contributions
- $800,741
- Participant contributions
- $2,716,677
- Total income / additions
- $10,844,051
- Benefits paid
- $3,384,877
- Administrative expenses
- $107,052
- Total expenses
- $3,491,929
- Net increase / (decrease)
- $7,352,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Annex Wealth Management | NONE | $58,282 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $48,770 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |