2023 Form 5500 filing — Epstein Affiliated Companies 401(K) Pension 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 20241014104754NAL0013156739001) for Epstein Affiliated Companies 401(K) Pension Plan, reported by Alden Leeds, Inc. under EIN 22-1683651 and plan number 002. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014104754NAL0013156739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alden Leeds, Inc.
- EIN
- 22-1683651
- Plan number
- 002
- Location
- Kearny, NJ
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,439,105
- Total liabilities (EOY)
- $1,016
- Net assets (EOY)
- $14,438,089
- Employer contributions
- $314,980
- Participant contributions
- $116,979
- Total income / additions
- $2,579,231
- Benefits paid
- $990,958
- Administrative expenses
- $78,710
- Total expenses
- $1,069,668
- Net increase / (decrease)
- $1,509,563
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Abar Retirement Plan Services LLC | TPA | $46,679 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | CUSTODIAN | $32,031 | not reported in the loaded dataset |