Epic Aircraft LLC 401(K) Plan — Form 5500 plan (Epic Aircraft 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, Epic Aircraft LLC 401(K) Plan is a benefit plan reported by Epic Aircraft LLC under EIN 90-0815120 and plan number 001. The latest loaded filing year is 2023. The filing reports 573 participants and $7,121,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Epic Aircraft LLC
- EIN
- 90-0815120
- Plan number
- 001
- Plan type
- 2
- Location
- Bend, OR
- Latest filing year
- 2023
- Participants
- 573
- End-of-year plan assets
- $7,121,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 573 | H, C | 20241003085008NAL0004722227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,121,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,121,429
- Net assets (BOY)
- $4,679,643
Income & contributions
- Employer contributions
- $586,767
- Participant contributions
- $1,089,633
- Total contributions
- $1,996,027
- Total income / additions
- $2,826,755
Expenses & distributions
- Benefits paid
- $354,040
- Administrative expenses
- $30,929
- Total expenses
- $384,969
- Net increase / (decrease)
- $2,441,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Insurance | RECORD KEEPER | $30,929 | $0 | 2023 |
| Wells Fargo Advisors | INVESTMENT PROFESSIONAL | $0 | $0 | 2023 |