Plan5500

Epstein Becker & Green, P.C. Associates' Savings Plan — Form 5500 plan (Epstein Becker & Green, P.C.)

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, Epstein Becker & Green, P.C. Associates' Savings Plan is a benefit plan reported by Epstein Becker & Green, P.C. under EIN 13-3031033 and plan number 006. The latest loaded filing year is 2023. The filing reports 346 participants and $39,350,968 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39.4MPlan net assets, end of year$39,350,968
Participants346Covered participants reported
Assets / participant$113.7KComputed: assets ÷ participants$113,731 (computed)
Provider compensation$28.5K2 Schedule C provider row(s)$28,500
Plan sponsor
Epstein Becker & Green, P.C.
EIN
13-3031033
Plan number
006
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    346 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39.4M total assets
Net assets$39.4MLiabilities—
Money in vs. money out
Total income / additions$10M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$1.9K
Participant$2.5M
Full reported line items

Net assets

Total assets (EOY)
$39,350,968
Net assets (EOY)
$39,350,968
Net assets (BOY)
$31,814,357

Income & contributions

Employer contributions
$1,908
Participant contributions
$2,458,660
Total contributions
$3,558,014
Total income / additions
$10,025,237

Expenses & distributions

Benefits paid
$2,458,319
Administrative expenses
$28,500
Total expenses
$2,488,626
Net increase / (decrease)
$7,536,611
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Retirement Solutions$28.5K
    RECORD KEEPER · Direct $28.5K · Indirect $0
  2. 2
    National Financial Services$0
    SECURITIES BROKER · Direct $0 · Indirect $0

Related Form 5500 pages