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, Esp Management, LLC 401k Profit Sharing Plan is a benefit plan reported by Katzen Medical Associates, P.C. under EIN 52-2000021 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,122 participants and $73,766,871 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,766,871
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,766,871
- Net assets (BOY)
- $61,838,339
Income & contributions
- Employer contributions
- $1,096,166
- Participant contributions
- $5,720,181
- Total contributions
- $7,751,155
- Total income / additions
- $18,446,371
Expenses & distributions
- Benefits paid
- $6,181,859
- Administrative expenses
- $235,182
- Total expenses
- $6,517,839
- Net increase / (decrease)
- $11,928,532