Epilepsy Foundation Of America 401(K) Profit Sharing Plan — Form 5500 plan (Epilepsy Foundation Of America)
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, Epilepsy Foundation Of America 401(K) Profit Sharing Plan is a benefit plan reported by Epilepsy Foundation Of America under EIN 52-0856660 and plan number 005. The latest loaded filing year is 2023. The filing reports 124 participants and $7,305,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Epilepsy Foundation Of America
- EIN
- 52-0856660
- Plan number
- 005
- Plan type
- 2
- Location
- Bowie, MD
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $7,305,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | H, C | 20241008103903NAL0009555939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,305,681
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,305,681
- Net assets (BOY)
- $6,600,893
Income & contributions
- Employer contributions
- $412,914
- Participant contributions
- $449,388
- Total contributions
- $922,217
- Total income / additions
- $2,014,043
Expenses & distributions
- Benefits paid
- $1,271,887
- Administrative expenses
- $37,368
- Total expenses
- $1,309,255
- Net increase / (decrease)
- $704,788
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $13,603 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,111 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,166 | not reported in the loaded dataset | 2023 |