Epsilon Systems Solutions, Inc. 401(K) Plan — Form 5500 plan (Epsilon Systems Solutions, 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, Epsilon Systems Solutions, Inc. 401(K) Plan is a benefit plan reported by Epsilon Systems Solutions, Inc. under EIN 52-2129453 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,272 participants and $39,902,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Epsilon Systems Solutions, Inc.
- EIN
- 52-2129453
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,272
- End-of-year plan assets
- $39,902,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,272 | H, C | 20241015163216NAL0029114945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,902,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,902,247
- Net assets (BOY)
- $33,831,599
Income & contributions
- Employer contributions
- $651,984
- Participant contributions
- $2,961,518
- Total contributions
- $4,115,302
- Total income / additions
- $9,676,749
Expenses & distributions
- Benefits paid
- $3,610,828
- Administrative expenses
- $116,531
- Total expenses
- $3,776,567
- Net increase / (decrease)
- $5,900,182
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $115,287 | $0 | 2023 |
| Ubs Financial Services Inc. | INVESTMENT ADVISORY | $38,750 | not reported in the loaded dataset | 2023 |
| Transition Finance Strategies, LLC | OTHER SERVICES | $0 | $15,848 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Epsilon Systems Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Transition Finance Strategies, LLC — Schedule C compensation