Plan5500

Electric Power Research Institute, Inc. 401(K) Plan — Form 5500 plan (Electric Power Research Institute, 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, Electric Power Research Institute, Inc. 401(K) Plan is a benefit plan reported by Electric Power Research Institute, Inc. under EIN 23-7175375 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,775 participants and $534,264,313 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Electric Power Research Institute, Inc.
EIN
23-7175375
Plan number
006
Plan type
2
Location
Palo Alto, CA
Latest filing year
2023
Participants
1,775
End-of-year plan assets
$534,264,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,775H, C20240807192502NAL0007058784001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$534,264,313
Net assets (EOY)
$534,264,313
Net assets (BOY)
$440,951,230

Income & contributions

Employer contributions
$19,155,017
Participant contributions
$16,043,079
Total contributions
$39,593,346
Total income / additions
$117,996,490

Expenses & distributions

Benefits paid
$24,538,664
Administrative expenses
$144,743
Total expenses
$24,683,407
Net increase / (decrease)
$93,313,083

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$137,818$02023
Vanguard Group Inc.NONE$9,925not reported in the loaded dataset2023

Related Form 5500 pages