Epec, LLC 401(K) Plan — Form 5500 plan (Epec, 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, Epec, LLC 401(K) Plan is a benefit plan reported by Epec, LLC under EIN 65-1189710 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $8,300,815 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Epec, LLC
EIN
65-1189710
Plan number
001
Plan type
2
Location
New Bedford, MA
Latest filing year
2023
Participants
176
End-of-year plan assets
$8,300,815

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20241014112932NAL0026043985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,300,815
Total liabilities (EOY)
$0
Net assets (EOY)
$8,300,815
Net assets (BOY)
$6,484,199

Income & contributions

Employer contributions
$456,444
Participant contributions
$573,173
Total contributions
$1,045,315
Total income / additions
$2,132,005

Expenses & distributions

Benefits paid
$314,558
Administrative expenses
$831
Total expenses
$315,389
Net increase / (decrease)
$1,816,616

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$0$16,8092023
Fidelity Investments InstitutionalRECORDKEEPER$831$02023

Related Form 5500 pages