Epstein Becker & Green, P.C. 401(K) Retirement 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. 401(K) Retirement Savings Plan is a benefit plan reported by Epstein Becker & Green, P.C. under EIN 13-3031033 and plan number 007. The latest loaded filing year is 2023. The filing reports 603 participants and $143,494,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Epstein Becker & Green, P.C.
- EIN
- 13-3031033
- Plan number
- 007
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 603
- End-of-year plan assets
- $143,494,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 603 | H, C | 20241009134237NAL0038043330001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $143,494,784
- Net assets (EOY)
- $143,494,784
- Net assets (BOY)
- $98,327,124
Income & contributions
- Employer contributions
- $5,180,158
- Participant contributions
- $6,108,092
- Total contributions
- $39,589,248
- Total income / additions
- $58,499,387
Expenses & distributions
- Benefits paid
- $13,196,744
- Administrative expenses
- $132,063
- Total expenses
- $13,331,727
- Net increase / (decrease)
- $45,167,660
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $103,236 | $0 | 2023 |
| Anchin Block & Anchin | ACCOUNTANT | $28,827 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Epstein Becker & Green, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Anchin Block & Anchin — Schedule C compensation
- National Financial Services — Schedule C compensation