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EP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameEP RETIREMENT SAVINGS PLAN
Plan identification number 180

EP RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EP MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:EP MANAGEMENT CORPORATION
Employer identification number (EIN):204511764
NAIC Classification:339900

Additional information about EP MANAGEMENT CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date: 2006-03-14
Company Identification Number: 4125491
Legal Registered Office Address: 200 Bellevue Parkway
Suite 210
Wilmington
United States of America (USA)
19809

More information about EP MANAGEMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1802019-01-01
1802018-01-01
1802017-01-01BRANDI CONTRONEO BRANDI CONTRONEO2018-10-15
1802016-01-01JULIE MCGUIRE JULIE MCGUIRE2017-10-13
1802015-01-01JULIE MCGUIRE
1802014-01-01JULIE MCGUIRE
1802013-01-01JULIE MCGUIRE
1802012-01-01JULIE MCGUIRE
1802011-01-01JULIE MCGUIRE
1802010-01-01JULIE MCGUIRE
1802009-01-01TERI HOCTOR

Plan Statistics for EP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for EP RETIREMENT SAVINGS PLAN

Measure Date Value
2019: EP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01268
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01272
Total number of active participants reported on line 7a of the Form 55002018-01-01185
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01267
Number of participants with account balances2018-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: EP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01402
Total number of active participants reported on line 7a of the Form 55002017-01-01185
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01271
Number of participants with account balances2017-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01572
Total number of active participants reported on line 7a of the Form 55002016-01-01397
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01397
Number of participants with account balances2016-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01603
Total number of active participants reported on line 7a of the Form 55002015-01-01275
Number of retired or separated participants receiving benefits2015-01-01140
Number of other retired or separated participants entitled to future benefits2015-01-01153
Total of all active and inactive participants2015-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01572
Number of participants with account balances2015-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: EP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01537
Total number of active participants reported on line 7a of the Form 55002014-01-01303
Number of retired or separated participants receiving benefits2014-01-01142
Number of other retired or separated participants entitled to future benefits2014-01-01154
Total of all active and inactive participants2014-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01601
Number of participants with account balances2014-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: EP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01398
Total number of active participants reported on line 7a of the Form 55002013-01-01294
Number of retired or separated participants receiving benefits2013-01-0178
Number of other retired or separated participants entitled to future benefits2013-01-01157
Total of all active and inactive participants2013-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01532
Number of participants with account balances2013-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: EP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01411
Total number of active participants reported on line 7a of the Form 55002012-01-01146
Number of retired or separated participants receiving benefits2012-01-0172
Number of other retired or separated participants entitled to future benefits2012-01-01177
Total of all active and inactive participants2012-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01397
Number of participants with account balances2012-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: EP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01669
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of retired or separated participants receiving benefits2011-01-0170
Number of other retired or separated participants entitled to future benefits2011-01-01190
Total of all active and inactive participants2011-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01411
Number of participants with account balances2011-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: EP RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,465
Total number of active participants reported on line 7a of the Form 55002010-01-01330
Number of retired or separated participants receiving benefits2010-01-0179
Number of other retired or separated participants entitled to future benefits2010-01-01256
Total of all active and inactive participants2010-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01669
Number of participants with account balances2010-01-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,665
Total number of active participants reported on line 7a of the Form 55002009-01-01944
Number of retired or separated participants receiving benefits2009-01-0150
Number of other retired or separated participants entitled to future benefits2009-01-01467
Total of all active and inactive participants2009-01-011,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,465
Number of participants with account balances2009-01-011,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0131

Financial Data on EP RETIREMENT SAVINGS PLAN

Measure Date Value
2019 : EP RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$10,431,323
Total transfer of assets from this plan2019-12-31$10,431,323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,511,627
Total income from all sources (including contributions)2019-12-31$2,511,627
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$749,769
Total of all expenses incurred2019-12-31$749,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$718,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$718,326
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$890,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$890,484
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$8,669,465
Value of total assets at beginning of year2019-12-31$8,669,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,443
Total interest from all sources2019-12-31$77,490
Total interest from all sources2019-12-31$77,490
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$319,120
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$319,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$319,120
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$319,120
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$407,041
Contributions received from participants2019-12-31$407,041
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$322,871
Participant contributions at beginning of year2019-12-31$322,871
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$45,164
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$96,466
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$96,466
Other income not declared elsewhere2019-12-31$51,540
Other income not declared elsewhere2019-12-31$51,540
Administrative expenses (other) incurred2019-12-31$1,327
Administrative expenses (other) incurred2019-12-31$1,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,761,858
Value of net income/loss2019-12-31$1,761,858
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,669,465
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,669,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$17,099
Investment advisory and management fees2019-12-31$17,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,478,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,478,581
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$22,631
Interest on participant loans2019-12-31$22,631
Interest earned on other investments2019-12-31$54,859
Interest earned on other investments2019-12-31$54,859
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,822,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,822,849
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,172,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,172,993
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$386,977
Contributions received in cash from employer2019-12-31$386,977
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$718,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$718,326
Contract administrator fees2019-12-31$13,017
Contract administrator fees2019-12-31$13,017
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GILMORE JASION MAHLER, LTD
Accountancy firm name2019-12-31GILMORE JASION MAHLER, LTD
Accountancy firm EIN2019-12-31341827159
2018 : EP RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$682,712
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$501,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$459,638
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,087,523
Value of total assets at end of year2018-12-31$8,669,465
Value of total assets at beginning of year2018-12-31$8,488,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,333
Total interest from all sources2018-12-31$82,892
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$396,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$396,914
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$391,998
Participant contributions at end of year2018-12-31$322,871
Participant contributions at beginning of year2018-12-31$283,593
Assets. Other investments not covered elsewhere at end of year2018-12-31$45,164
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$46,170
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$246,353
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$-992
Administrative expenses (other) incurred2018-12-31$356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$180,741
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,669,465
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,488,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$28,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,478,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,366,432
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$17,471
Interest earned on other investments2018-12-31$65,421
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,822,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,792,529
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-883,625
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$449,172
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$459,638
Contract administrator fees2018-12-31$13,338
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GILMORE JASION MAHLER LTD
Accountancy firm EIN2018-12-31341827159
2017 : EP RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$64,252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,953,646
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$664,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$640,381
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$888,947
Value of total assets at end of year2017-12-31$8,488,724
Value of total assets at beginning of year2017-12-31$7,263,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,036
Total interest from all sources2017-12-31$55,875
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$234,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$234,068
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$246,120
Participant contributions at end of year2017-12-31$283,593
Participant contributions at beginning of year2017-12-31$171,168
Assets. Other investments not covered elsewhere at end of year2017-12-31$46,170
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$42,389
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$353,390
Other income not declared elsewhere2017-12-31$3,783
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,289,229
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,488,724
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,263,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,366,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,614,650
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$10,133
Interest earned on other investments2017-12-31$45,742
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,792,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,431,105
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$770,973
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$289,437
Employer contributions (assets) at beginning of year2017-12-31$4,435
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$640,381
Contract administrator fees2017-12-31$13,036
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GILMORE JASION MAHLER, LTD
Accountancy firm EIN2017-12-31341827159
2016 : EP RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$30,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$582,987
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$868,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$860,674
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$246,038
Value of total assets at end of year2016-12-31$7,263,747
Value of total assets at beginning of year2016-12-31$7,580,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,280
Total interest from all sources2016-12-31$7,158
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$192,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$192,193
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$119,888
Participant contributions at end of year2016-12-31$171,168
Participant contributions at beginning of year2016-12-31$142,578
Assets. Other investments not covered elsewhere at end of year2016-12-31$42,390
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$36,230
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$826
Administrative expenses (other) incurred2016-12-31$8,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-285,967
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,263,747
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,580,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,614,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,049,184
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$7,158
Interest earned on other investments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$1,351,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,431,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$136,772
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$126,150
Employer contributions (assets) at end of year2016-12-31$4,435
Employer contributions (assets) at beginning of year2016-12-31$336
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$860,674
Contract administrator fees2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GILMORE JASION MAHLER, LTD
Accountancy firm EIN2016-12-31341827159
2015 : EP RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$6,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$168,771
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$654,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$651,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$258,398
Value of total assets at end of year2015-12-31$7,580,308
Value of total assets at beginning of year2015-12-31$8,072,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,471
Total interest from all sources2015-12-31$5,579
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$240,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$240,164
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$126,733
Participant contributions at end of year2015-12-31$142,578
Participant contributions at beginning of year2015-12-31$124,267
Assets. Other investments not covered elsewhere at end of year2015-12-31$36,230
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$39,485
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$205
Other income not declared elsewhere2015-12-31$-3,256
Administrative expenses (other) incurred2015-12-31$2,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-485,697
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,580,308
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,072,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,049,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,224,880
Interest on participant loans2015-12-31$5,579
Value of interest in common/collective trusts at end of year2015-12-31$1,351,980
Value of interest in common/collective trusts at beginning of year2015-12-31$1,683,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-344,173
Net investment gain or loss from common/collective trusts2015-12-31$12,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$131,460
Employer contributions (assets) at end of year2015-12-31$336
Employer contributions (assets) at beginning of year2015-12-31$321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$651,997
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GILMORE, JASION & MAHLER LTD
Accountancy firm EIN2015-12-31341827159
2014 : EP RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$180,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$735,870
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$417,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$413,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$299,623
Value of total assets at end of year2014-12-31$8,072,503
Value of total assets at beginning of year2014-12-31$7,934,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,660
Total interest from all sources2014-12-31$4,703
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$304,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$304,072
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$135,977
Participant contributions at end of year2014-12-31$124,267
Participant contributions at beginning of year2014-12-31$95,612
Participant contributions at beginning of year2014-12-31$6,187
Assets. Other investments not covered elsewhere at end of year2014-12-31$39,485
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$36,263
Other income not declared elsewhere2014-12-31$3,222
Administrative expenses (other) incurred2014-12-31$3,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$318,692
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,072,503
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,934,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,224,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,219,102
Interest on participant loans2014-12-31$4,703
Value of interest in common/collective trusts at end of year2014-12-31$1,683,550
Value of interest in common/collective trusts at beginning of year2014-12-31$1,565,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$62,055
Net investment gain or loss from common/collective trusts2014-12-31$62,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$163,646
Employer contributions (assets) at end of year2014-12-31$321
Employer contributions (assets) at beginning of year2014-12-31$11,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$413,518
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GILMORE, JASION & MAHLER LTD
Accountancy firm EIN2014-12-31341827159
2013 : EP RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,477,013
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,071,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,067,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$488,087
Value of total assets at end of year2013-12-31$7,934,526
Value of total assets at beginning of year2013-12-31$7,529,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,123
Total interest from all sources2013-12-31$4,175
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$265,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$265,705
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$139,864
Participant contributions at end of year2013-12-31$95,612
Participant contributions at beginning of year2013-12-31$88,219
Participant contributions at end of year2013-12-31$6,187
Participant contributions at beginning of year2013-12-31$5,538
Assets. Other investments not covered elsewhere at end of year2013-12-31$36,263
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$30,185
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$154,888
Other income not declared elsewhere2013-12-31$6,078
Administrative expenses (other) incurred2013-12-31$4,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$405,475
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,934,526
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,529,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,219,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,685,798
Interest on participant loans2013-12-31$4,175
Value of interest in common/collective trusts at end of year2013-12-31$1,565,693
Value of interest in common/collective trusts at beginning of year2013-12-31$1,705,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$653,323
Net investment gain or loss from common/collective trusts2013-12-31$59,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$193,335
Employer contributions (assets) at end of year2013-12-31$11,669
Employer contributions (assets) at beginning of year2013-12-31$14,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,067,415
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GIULMORE, JASION & MAHLER LTD
Accountancy firm EIN2013-12-31341827159
2012 : EP RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$160,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,126,096
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,324,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,320,406
Expenses. Certain deemed distributions of participant loans2012-12-31$564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$305,966
Value of total assets at end of year2012-12-31$7,529,051
Value of total assets at beginning of year2012-12-31$7,888,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,977
Total interest from all sources2012-12-31$4,343
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$185,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$185,184
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$105,200
Participant contributions at end of year2012-12-31$88,219
Participant contributions at beginning of year2012-12-31$102,642
Participant contributions at end of year2012-12-31$5,538
Participant contributions at beginning of year2012-12-31$3,923
Assets. Other investments not covered elsewhere at end of year2012-12-31$30,185
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$28,943
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,800
Other income not declared elsewhere2012-12-31$766
Administrative expenses (other) incurred2012-12-31$3,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-198,851
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,529,051
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,888,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,685,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,379,850
Interest on participant loans2012-12-31$4,343
Value of interest in common/collective trusts at end of year2012-12-31$1,705,084
Value of interest in common/collective trusts at beginning of year2012-12-31$2,365,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$546,819
Net investment gain or loss from common/collective trusts2012-12-31$83,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$181,966
Employer contributions (assets) at end of year2012-12-31$14,227
Employer contributions (assets) at beginning of year2012-12-31$7,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,320,406
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GILMORE, JASION & MAHLER LTD
Accountancy firm EIN2012-12-31341827159
2011 : EP RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$363
Total transfer of assets from this plan2011-12-31$2,861,135
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$355,381
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,587,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,574,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$255,950
Value of total assets at end of year2011-12-31$7,888,298
Value of total assets at beginning of year2011-12-31$11,980,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,024
Total interest from all sources2011-12-31$6,602
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$203,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$203,324
Administrative expenses professional fees incurred2011-12-31$6,168
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$115,493
Participant contributions at end of year2011-12-31$102,642
Participant contributions at beginning of year2011-12-31$277,076
Participant contributions at end of year2011-12-31$3,923
Participant contributions at beginning of year2011-12-31$4,681
Assets. Other investments not covered elsewhere at end of year2011-12-31$28,943
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$98,306
Other income not declared elsewhere2011-12-31$15,227
Administrative expenses (other) incurred2011-12-31$6,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,231,706
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,888,298
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,980,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,379,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,493,680
Interest on participant loans2011-12-31$6,602
Value of interest in common/collective trusts at end of year2011-12-31$2,365,608
Value of interest in common/collective trusts at beginning of year2011-12-31$3,077,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-208,882
Net investment gain or loss from common/collective trusts2011-12-31$83,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$140,457
Employer contributions (assets) at end of year2011-12-31$7,332
Employer contributions (assets) at beginning of year2011-12-31$29,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,574,063
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GILMORE, JASION & MAHLER LTD
Accountancy firm EIN2011-12-31341827159
2010 : EP RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,086,639
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,225,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,190,244
Expenses. Certain deemed distributions of participant loans2010-12-31$19,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$607,740
Value of total assets at end of year2010-12-31$11,980,776
Value of total assets at beginning of year2010-12-31$15,119,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,532
Total interest from all sources2010-12-31$23,661
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$234,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$234,339
Administrative expenses professional fees incurred2010-12-31$2,692
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$301,298
Participant contributions at end of year2010-12-31$277,076
Participant contributions at beginning of year2010-12-31$595,808
Participant contributions at end of year2010-12-31$4,681
Participant contributions at beginning of year2010-12-31$17,126
Assets. Other investments not covered elsewhere at end of year2010-12-31$98,306
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$48,939
Other income not declared elsewhere2010-12-31$18,841
Administrative expenses (other) incurred2010-12-31$12,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-3,138,915
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,980,776
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,119,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,493,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,711,983
Interest on participant loans2010-12-31$23,661
Value of interest in common/collective trusts at end of year2010-12-31$3,077,357
Value of interest in common/collective trusts at beginning of year2010-12-31$3,736,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$995,995
Net investment gain or loss from common/collective trusts2010-12-31$206,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$306,442
Employer contributions (assets) at end of year2010-12-31$29,676
Employer contributions (assets) at beginning of year2010-12-31$9,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,190,244
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GILMORE, JASION, MAHLER, LTD
Accountancy firm EIN2010-12-31341827159
2009 : EP RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EP RETIREMENT SAVINGS PLAN

2019: EP RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EP RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EP RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EP RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EP RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EP RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EP RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EP RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EP RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EP RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EP RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62293
Policy instance 1
Insurance contract or identification numberMR 62293
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62293
Policy instance 1
Insurance contract or identification numberMR 62293
Number of Individuals Covered267
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62293
Policy instance 1
Insurance contract or identification numberMR 62293
Number of Individuals Covered271
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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