2023 Form 5500 filing — Epic Long Island, Inc. Tax Deferred Annunity 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 20241015090225NAL0055288722001) for Epic Long Island, Inc. Tax Deferred Annunity Plan, reported by Epic Long Island, Inc. under EIN 11-1821135 and plan number 001. It reports 887 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090225NAL0055288722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Epic Long Island, Inc.
- EIN
- 11-1821135
- Plan number
- 001
- Location
- East Meadow, NY
- Participants
- 887
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,386,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,386,246
- Participant contributions
- $236,362
- Total income / additions
- $1,022,090
- Benefits paid
- $327,830
- Administrative expenses
- $34,086
- Total expenses
- $361,916
- Net increase / (decrease)
- $660,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits & Financial Group | RECORDKEEPER | $16,510 | $0 |
| Wealth Enhancement Advisor Services | ADVISOR | $14,907 | $0 |