Eppstein Uhen Architects, Inc. 401k Savings Plan — Form 5500 plan (Eppstein Uhen Architects, 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, Eppstein Uhen Architects, Inc. 401k Savings Plan is a benefit plan reported by Eppstein Uhen Architects, Inc. under EIN 39-1370336 and plan number 001. The latest loaded filing year is 2023. The filing reports 322 participants and $44,022,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eppstein Uhen Architects, Inc.
- EIN
- 39-1370336
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 322
- End-of-year plan assets
- $44,022,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20241011084253NAL0010737955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,022,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,022,354
- Net assets (BOY)
- $36,670,232
Income & contributions
- Employer contributions
- $800,741
- Participant contributions
- $2,716,677
- Total contributions
- $4,058,495
- Total income / additions
- $10,844,051
Expenses & distributions
- Benefits paid
- $3,384,877
- Administrative expenses
- $107,052
- Total expenses
- $3,491,929
- Net increase / (decrease)
- $7,352,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Annex Wealth Management | NONE | $58,282 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | NONE | $48,770 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eppstein Uhen Architects, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Annex Wealth Management — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation