Logo

EP GROUP, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameEP GROUP, INC. PROFIT SHARING PLAN
Plan identification number 001

EP GROUP, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EP GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:EP GROUP, INC.
Employer identification number (EIN):815139226
NAIC Classification:561430

Additional information about EP GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-01-26
Company Identification Number: 0802635341
Legal Registered Office Address: 1417 N COCKRELL HILL RD STE 104

DALLAS
United States of America (USA)
75211

More information about EP GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EP GROUP, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01DUSTIN ESHELBRENNER
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-26DUSTIN ESHELBRENNER DUSTIN ESHELBRENNER2018-07-31

Financial Data on EP GROUP, INC. PROFIT SHARING PLAN

Measure Date Value
2021 : EP GROUP, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$741
Expenses. Total of all expenses incurred2021-12-31$62,453
Benefits paid (including direct rollovers)2021-12-31$61,962
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$61,712
Expenses. Other expenses not covered elsewhere2021-12-31$491
Other income received2021-12-31$741
Net income (gross income less expenses)2021-12-31$-61,712
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$61,712
Assets. Value of employer securities2021-12-31$0
2020 : EP GROUP, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$-47,615
Total plan assets at end of year2020-12-31$61,712
Total plan assets at beginning of year2020-12-31$109,327
Other income received2020-12-31$-47,615
Net income (gross income less expenses)2020-12-31$-47,615
Net plan assets at end of year (total assets less liabilities)2020-12-31$61,712
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$109,327
Assets. Value of employer securities2020-12-31$50,470
2019 : EP GROUP, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$-404
Total plan assets at end of year2019-12-31$109,327
Total plan assets at beginning of year2019-12-31$109,731
Other income received2019-12-31$-404
Net income (gross income less expenses)2019-12-31$-404
Net plan assets at end of year (total assets less liabilities)2019-12-31$109,327
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$109,731
Assets. Value of employer securities2019-12-31$98,085
2018 : EP GROUP, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$489
Total plan assets at end of year2018-12-31$109,731
Total plan assets at beginning of year2018-12-31$109,242
Value of fidelity bond covering the plan2018-12-31$15,000
Other income received2018-12-31$489
Net income (gross income less expenses)2018-12-31$489
Net plan assets at end of year (total assets less liabilities)2018-12-31$109,731
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$109,242
Assets. Value of employer securities2018-12-31$98,489
2017 : EP GROUP, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$109,242
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$109,242
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$15,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$109,242
Other income received2017-12-31$0
Net income (gross income less expenses)2017-12-31$109,242
Net plan assets at end of year (total assets less liabilities)2017-12-31$109,242
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Assets. Value of employer securities2017-12-31$98,000
Total contributions received or receivable from employer(s)2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0

Form 5500 Responses for EP GROUP, INC. PROFIT SHARING PLAN

2021: EP GROUP, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EP GROUP, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EP GROUP, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EP GROUP, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EP GROUP, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-26Type of plan entitySingle employer plan
2017-01-26First time form 5500 has been submittedYes
2017-01-26Submission has been amendedNo
2017-01-26This submission is the final filingNo
2017-01-26This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-26Plan is a collectively bargained planNo
2017-01-26Plan funding arrangement – TrustYes
2017-01-26Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1