2023 Form 5500 filing — Epta Us 401(K) Retirement 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 20241015201153NAL0029581921001) for Epta Us 401(K) Retirement Plan, reported by Kysor Warren Epta Us Corporation under EIN 61-1918959 and plan number 001. It reports 637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201153NAL0029581921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kysor Warren Epta Us Corporation
- EIN
- 61-1918959
- Plan number
- 001
- Location
- Columbus, GA
- Participants
- 637
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,283,743
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,283,743
- Employer contributions
- $1,068,337
- Participant contributions
- $2,415,383
- Total income / additions
- $6,396,822
- Benefits paid
- $2,000,304
- Administrative expenses
- $127,845
- Total expenses
- $2,130,040
- Net increase / (decrease)
- $4,266,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $79,332 | $0 |
| Bdo | ACCOUNTANT/AUDITOR | $25,513 | not reported in the loaded dataset |
| Resources Investment Advisors LLC | ADVISOR | $23,000 | not reported in the loaded dataset |