2023 Form 5500 filing — Empire Office, Inc. 401(K) Plan Ii
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 20241205101826NAL0005562817001) for Empire Office, Inc. 401(K) Plan Ii, reported by Empire Office, Inc. under EIN 13-1945763 and plan number 002. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241205101826NAL0005562817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Empire Office, Inc.
- EIN
- 13-1945763
- Plan number
- 002
- Location
- New York, NY
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,903,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,903,293
- Employer contributions
- $110,000
- Participant contributions
- $1,834,231
- Total income / additions
- $6,228,571
- Benefits paid
- $1,201,686
- Administrative expenses
- $150,241
- Total expenses
- $1,351,927
- Net increase / (decrease)
- $4,876,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | NONE | $82,618 | not reported in the loaded dataset |
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $35,303 | $0 |
| Sentinel Benefits Group | NONE | $24,007 | not reported in the loaded dataset |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $4,012 | $0 |