A. Epstein And Sons International, Inc Salary Savings Plan — Form 5500 plan (A. Epstein And Sons International, 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, A. Epstein And Sons International, Inc Salary Savings Plan is a benefit plan reported by A. Epstein And Sons International, Inc. under EIN 36-3513737 and plan number 004. The latest loaded filing year is 2023. The filing reports 215 participants and $22,679,225 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A. Epstein And Sons International, Inc.
EIN
36-3513737
Plan number
004
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
215
End-of-year plan assets
$22,679,225

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023215H, C20240904084858NAL0019502993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,679,225
Total liabilities (EOY)
$0
Net assets (EOY)
$22,679,225
Net assets (BOY)
$20,867,919

Income & contributions

Employer contributions
$210,845
Participant contributions
$1,390,785
Total contributions
$1,855,781
Total income / additions
$5,313,645

Expenses & distributions

Benefits paid
$3,440,420
Administrative expenses
$61,919
Total expenses
$3,502,339
Net increase / (decrease)
$1,811,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mesirow FinancialNONE$42,086not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$19,832$02023

Related Form 5500 pages