Plan5500

Epic Care 401(K) Profit Sharing Plan — Form 5500 plan (Epic Care)

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, Epic Care 401(K) Profit Sharing Plan is a benefit plan reported by Epic Care under EIN 82-1993796 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Epic Care
EIN
82-1993796
Plan number
001
Plan type
2
Location
Antioch, CA
Latest filing year
2023
Participants
539
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023539H, C20240229163137NAL0019394336001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$29,310,984

Income & contributions

Total contributions
$0
Total income / additions
$1,620,251

Expenses & distributions

Benefits paid
$4,247,436
Administrative expenses
$31,158
Total expenses
$4,278,594
Net increase / (decrease)
-$2,658,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Options, Inc.INVESTMENT ADVISORY$17,583$32023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$13,573$02023

Related Form 5500 pages