2023 Form 5500 filing — Eptam Precision Solutions 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 20251215141903NAL0000740243001) for Eptam Precision Solutions 401(K) Plan, reported by Eptam Plastics Ltd. under EIN 02-0363107 and plan number 001. It reports 619 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251215141903NAL0000740243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eptam Plastics Ltd.
- EIN
- 02-0363107
- Plan number
- 001
- Location
- Northfield, NH
- Participants
- 619
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,434,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,434,229
- Employer contributions
- $679,567
- Participant contributions
- $1,888,199
- Total income / additions
- $5,868,018
- Benefits paid
- $1,364,040
- Administrative expenses
- $94,105
- Total expenses
- $1,506,109
- Net increase / (decrease)
- $4,361,909
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $80,889 | $0 |
| Advisory Group Equity Services Ltd | BROKER/ADVISER | $0 | $39,918 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,466 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $5,750 | not reported in the loaded dataset |