Epsm LLC. 401(K) Retirement Plan — Form 5500 plan (Epsm LLC Dba Qpd)
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, Epsm LLC. 401(K) Retirement Plan is a benefit plan reported by Epsm LLC Dba Qpd under EIN 82-2721257 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $3,136,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Epsm LLC Dba Qpd
- EIN
- 82-2721257
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsboro, OR
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $3,136,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20241015111210NAL0028164785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,136,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,136,070
- Net assets (BOY)
- $2,307,212
Income & contributions
- Employer contributions
- $236,121
- Participant contributions
- $249,933
- Total contributions
- $589,648
- Total income / additions
- $1,024,763
Expenses & distributions
- Benefits paid
- $173,254
- Administrative expenses
- $21,653
- Total expenses
- $195,905
- Net increase / (decrease)
- $828,858
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER | $16,318 | not reported in the loaded dataset | 2023 |
| Preisz Associates | ADVISOR | $6,476 | not reported in the loaded dataset | 2023 |
| Professional Benefit Services | TPA | $970 | not reported in the loaded dataset | 2023 |