Epiphany Business Services, LLC Profit Sharing Plan And Trust — Form 5500 plan (Epiphany Business Services, LLC)
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, Epiphany Business Services, LLC Profit Sharing Plan And Trust is a benefit plan reported by Epiphany Business Services, LLC under EIN 47-1304706 and plan number 001. The latest loaded filing year is 2023. The filing reports 898 participants and $28,359,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Epiphany Business Services, LLC
- EIN
- 47-1304706
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 898
- End-of-year plan assets
- $28,359,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 898 | H, C | 20240925101551NAL0025118176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,359,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,359,965
- Net assets (BOY)
- $18,664,351
Income & contributions
- Employer contributions
- $1,648,477
- Participant contributions
- $4,673,702
- Total contributions
- $7,062,483
- Total income / additions
- $11,119,708
Expenses & distributions
- Benefits paid
- $1,252,229
- Administrative expenses
- $163,809
- Total expenses
- $1,424,094
- Net increase / (decrease)
- $9,695,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $109,314 | $0 | 2023 |
| Alliant Retirement Services | ADVISOR | $49,374 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,121 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Epiphany Business Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Fidelity Investments Institutional — Schedule C compensation
- Alliant Retirement Services — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation