Plan5500

Epsilon, Inc. 401(K) Plan — Form 5500 plan (Epsilon, 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, Epsilon, Inc. 401(K) Plan is a benefit plan reported by Epsilon, Inc. under EIN 30-0524186 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $6,136,166 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Epsilon, Inc.
EIN
30-0524186
Plan number
001
Plan type
2
Location
Weaverville, NC
Latest filing year
2023
Participants
377
End-of-year plan assets
$6,136,166

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023377H, C20240802141751NAL0025029489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,136,166
Total liabilities (EOY)
$0
Net assets (EOY)
$6,136,166
Net assets (BOY)
$3,986,574

Income & contributions

Employer contributions
$252,697
Participant contributions
$1,103,643
Total contributions
$1,631,023
Total income / additions
$2,547,187

Expenses & distributions

Benefits paid
$358,109
Administrative expenses
$39,486
Total expenses
$397,595
Net increase / (decrease)
$2,149,592

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Colton Groome Financial Advisors LlINVESTMENT ADVISOR$21,940not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$17,546$02023

Related Form 5500 pages