Plan5500

Eptura, Inc. 401(K) Plan — Form 5500 plan (Eptura, Inc.)

Plain-English plan 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, Eptura, Inc. 401(K) Plan is a benefit plan reported by Eptura, Inc. under EIN 04-3142406 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $22,972,612 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eptura, Inc.
EIN
04-3142406
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
466
End-of-year plan assets
$22,972,612

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023466H, C20241015171557NAL0029225249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,972,612
Total liabilities (EOY)
$0
Net assets (EOY)
$22,972,612
Net assets (BOY)
$17,057,712

Income & contributions

Employer contributions
$1,337,376
Participant contributions
$2,717,081
Total contributions
$4,720,484
Total income / additions
$8,335,920

Expenses & distributions

Benefits paid
$4,574,309
Administrative expenses
$91,653
Total expenses
$4,665,962
Net increase / (decrease)
$3,669,958

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliant Insurance Services Inc DbaINVESTMENT ADVISOR$50,998not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$27,988$02023
Empower Advisory Group, LLCINVESTMENT MGMT$12,667not reported in the loaded dataset2023

Related Form 5500 pages