Epstein Becker & Green, P.C. Market Based Cash Balance Pension 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. Market Based Cash Balance Pension Plan is a benefit plan reported by Epstein Becker & Green, P.C. under EIN 13-3031033 and plan number 008. The latest loaded filing year is 2023. The filing reports 155 participants and $5,151,874 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.2MPlan net assets, end of year$5,151,874
Participants155Covered participants reported
Assets / participant$33.2KComputed: assets ÷ participants$33,238 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
- Plan sponsor
- Epstein Becker & Green, P.C.
- EIN
- 13-3031033
- Plan number
- 008
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241011171106NAL0023310161001 |
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)$5.2M total assets
Net assets$5.2MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $5,151,874
- Net assets (EOY)
- $5,151,874
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $5,035,174
- Total contributions
- $5,035,174
- Total income / additions
- $5,151,874
Expenses & distributions
- Net increase / (decrease)
- $5,151,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $0 | $0 | 2023 |