Epic Systems Corporation 401(K) Plan — Form 5500 plan (Epic Systems Corporation)

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, Epic Systems Corporation 401(K) Plan is a benefit plan reported by Epic Systems Corporation under EIN 39-1319950 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,877 participants and $2,292,463,563 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Epic Systems Corporation
EIN
39-1319950
Plan number
001
Plan type
2
Location
Verona, WI
Latest filing year
2023
Participants
19,877
End-of-year plan assets
$2,292,463,563

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,877H, C20240912165554NAL0004576915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,292,463,563
Total liabilities (EOY)
$68
Net assets (EOY)
$2,292,463,495
Net assets (BOY)
$1,715,970,149

Income & contributions

Employer contributions
$59,454,119
Participant contributions
$195,205,338
Total contributions
$256,527,990
Total income / additions
$624,202,328

Expenses & distributions

Benefits paid
$47,251,194
Administrative expenses
$289,534
Total expenses
$47,708,982
Net increase / (decrease)
$576,493,346

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$292,351$02023

Related Form 5500 pages