2023 Form 5500 filing — Epsilon Systems Solutions, Inc. 401(K) 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 20241015163216NAL0029114945001) for Epsilon Systems Solutions, Inc. 401(K) Plan, reported by Epsilon Systems Solutions, Inc. under EIN 52-2129453 and plan number 001. It reports 1,272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163216NAL0029114945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Epsilon Systems Solutions, Inc.
- EIN
- 52-2129453
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 1,272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,902,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,902,247
- Employer contributions
- $651,984
- Participant contributions
- $2,961,518
- Total income / additions
- $9,676,749
- Benefits paid
- $3,610,828
- Administrative expenses
- $116,531
- Total expenses
- $3,776,567
- Net increase / (decrease)
- $5,900,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $115,287 | $0 |
| Ubs Financial Services Inc. | INVESTMENT ADVISORY | $38,750 | not reported in the loaded dataset |
| Transition Finance Strategies, LLC | OTHER SERVICES | $0 | $15,848 |