Eponk Group, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Eponk Group)

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, Eponk Group, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Eponk Group under EIN 39-1682985 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $11,087,988 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eponk Group
EIN
39-1682985
Plan number
001
Plan type
2
Location
Shawano, WI
Latest filing year
2023
Participants
132
End-of-year plan assets
$11,087,988

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20240927114311NAL0001036835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,087,988
Total liabilities (EOY)
$6,873
Net assets (EOY)
$11,081,115
Net assets (BOY)
$9,893,133

Income & contributions

Employer contributions
$224,508
Participant contributions
$494,244
Total contributions
$718,752
Total income / additions
$2,324,990

Expenses & distributions

Benefits paid
$1,091,029
Administrative expenses
$41,910
Total expenses
$1,137,008
Net increase / (decrease)
$1,187,982

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kerberrose Wealth ManagementINVESTMENT MANAGEMENT$0not reported in the loaded dataset2023
Fidelity InvestmentsRECORDKEEPER$0not reported in the loaded dataset2023

Related Form 5500 pages