Epting Distributors, Inc. Employees' Retirement Savings Plan — Form 5500 plan (Epting Distributors, 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, Epting Distributors, Inc. Employees' Retirement Savings Plan is a benefit plan reported by Epting Distributors, Inc under EIN 57-0510271 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $10,545,399 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Epting Distributors, Inc
EIN
57-0510271
Plan number
001
Plan type
2
Location
Lexington, SC
Latest filing year
2023
Participants
156
End-of-year plan assets
$10,545,399

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241009150843NAL0010762003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,545,399
Total liabilities (EOY)
$0
Net assets (EOY)
$10,545,399
Net assets (BOY)
$8,642,161

Income & contributions

Employer contributions
$278,580
Participant contributions
$630,824
Total contributions
$909,404
Total income / additions
$2,266,712

Expenses & distributions

Benefits paid
$334,186
Administrative expenses
$29,288
Total expenses
$363,474
Net increase / (decrease)
$1,903,238

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Southstate Retirement Plan ServiceNONE$29,288not reported in the loaded dataset2023

Related Form 5500 pages