401k Plan data: EP DIRECT RETIREMENT PLAN plan

EP DIRECT RETIREMENT PLAN 401k Plan overview

Plan Name	EP DIRECT RETIREMENT PLAN
Plan identification number	002

EP DIRECT RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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-DIRECT has sponsored the creation of one or more 401k plans.

Company Name: EP-DIRECT

Employer identification number (EIN): 391287457

NAIC Classification: 323100

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 LAURA LAUNDERS
002 2017-01-01 LAURA LAUNDERS
002 2016-01-01 LAURA LAUNDERS
002 2015-01-01 LAURA LAUNDERS
002 2014-01-01 LAURA LAUNDERS
002 2013-01-01 LAURA LAUNDERS
002 2012-01-01 RON LANGACKER RON LANGACKER 2013-07-24
002 2011-01-01 RON LANGACKER
002 2009-01-01 RON LANGACKER

Plan Statistics for EP DIRECT RETIREMENT PLAN

401k plan membership statisitcs for EP DIRECT RETIREMENT PLAN

Measure Date Value
2022: EP DIRECT RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 14
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 23
Number of participants with account balances 2022-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: EP DIRECT RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 10
Total of all active and inactive participants 2021-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 24
Number of participants with account balances 2021-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EP DIRECT RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 19
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 11
Total of all active and inactive participants 2020-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 30
Number of participants with account balances 2020-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EP DIRECT RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 24
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 9
Total of all active and inactive participants 2019-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 34
Number of participants with account balances 2019-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EP DIRECT RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 24
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 35
Number of participants with account balances 2018-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EP DIRECT RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 25
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 35
Number of participants with account balances 2017-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EP DIRECT RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 26
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 35
Number of participants with account balances 2016-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EP DIRECT RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 29
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 38
Number of participants with account balances 2015-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EP DIRECT RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 37
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EP DIRECT RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EP DIRECT RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 31
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 40
Number of participants with account balances 2012-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: EP DIRECT RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 31
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 42
Number of participants with account balances 2011-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: EP DIRECT RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: EP DIRECT RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	14
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	23
Number of participants with account balances	2022-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: EP DIRECT RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	10
Total of all active and inactive participants	2021-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	24
Number of participants with account balances	2021-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EP DIRECT RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	19
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	11
Total of all active and inactive participants	2020-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	30
Number of participants with account balances	2020-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EP DIRECT RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	24
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	9
Total of all active and inactive participants	2019-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	34
Number of participants with account balances	2019-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EP DIRECT RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	24
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	35
Number of participants with account balances	2018-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EP DIRECT RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	25
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	35
Number of participants with account balances	2017-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EP DIRECT RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	26
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	35
Number of participants with account balances	2016-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EP DIRECT RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	29
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	38
Number of participants with account balances	2015-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EP DIRECT RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	37
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EP DIRECT RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EP DIRECT RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	31
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	40
Number of participants with account balances	2012-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: EP DIRECT RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	31
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	42
Number of participants with account balances	2011-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: EP DIRECT RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on EP DIRECT RETIREMENT PLAN

Measure	Date	Value
2022 : EP DIRECT RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,126,369
Expenses. Total of all expenses incurred	2022-12-31	$576,068
Benefits paid (including direct rollovers)	2022-12-31	$566,095
Total plan assets at end of year	2022-12-31	$3,816,415
Total plan assets at beginning of year	2022-12-31	$5,518,852
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$59,880
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-1,186,249
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,702,437
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,816,415
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,518,852
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$9,864
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$109
2021 : EP DIRECT RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$954,051
Expenses. Total of all expenses incurred	2021-12-31	$251,185
Benefits paid (including direct rollovers)	2021-12-31	$242,949
Total plan assets at end of year	2021-12-31	$5,518,852
Total plan assets at beginning of year	2021-12-31	$4,815,986
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$68,231
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$885,820
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$702,866
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,518,852
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,815,986
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$7,744
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$492
2020 : EP DIRECT RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$916,072
Expenses. Total of all expenses incurred	2020-12-31	$230,450
Benefits paid (including direct rollovers)	2020-12-31	$221,026
Total plan assets at end of year	2020-12-31	$4,815,986
Total plan assets at beginning of year	2020-12-31	$4,130,364
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$84,074
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$831,998
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$685,622
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,815,986
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,130,364
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$8,790
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$634
2019 : EP DIRECT RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$912,183
Expenses. Total of all expenses incurred	2019-12-31	$57,876
Benefits paid (including direct rollovers)	2019-12-31	$54,190
Total plan assets at end of year	2019-12-31	$4,130,364
Total plan assets at beginning of year	2019-12-31	$3,276,057
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$81,486
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$830,697
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$854,307
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,130,364
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,276,057
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$3,339
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$347
2018 : EP DIRECT RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-119,879
Expenses. Total of all expenses incurred	2018-12-31	$58,443
Benefits paid (including direct rollovers)	2018-12-31	$57,584
Total plan assets at end of year	2018-12-31	$3,276,057
Total plan assets at beginning of year	2018-12-31	$3,454,379
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$67,846
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-187,725
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-178,322
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,276,057
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,454,379
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$859
2017 : EP DIRECT RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$649,250
Expenses. Total of all expenses incurred	2017-12-31	$97,451
Benefits paid (including direct rollovers)	2017-12-31	$97,033
Total plan assets at end of year	2017-12-31	$3,454,379
Total plan assets at beginning of year	2017-12-31	$2,902,580
Value of fidelity bond covering the plan	2017-12-31	$200,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$64,488
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$584,762
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$551,799
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,454,379
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,902,580
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$418
2016 : EP DIRECT RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$268,203
Expenses. Total of all expenses incurred	2016-12-31	$326,628
Benefits paid (including direct rollovers)	2016-12-31	$325,628
Total plan assets at end of year	2016-12-31	$2,902,580
Total plan assets at beginning of year	2016-12-31	$2,961,005
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$92,070
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$176,133
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-58,425
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,902,580
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,961,005
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,000
2015 : EP DIRECT RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$155,026
Expenses. Total of all expenses incurred	2015-12-31	$411,640
Benefits paid (including direct rollovers)	2015-12-31	$405,960
Total plan assets at end of year	2015-12-31	$2,961,005
Total plan assets at beginning of year	2015-12-31	$3,217,619
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$102,204
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$52,822
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-256,614
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,961,005
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,217,619
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$4,398
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,282
2014 : EP DIRECT RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$331,360
Expenses. Total of all expenses incurred	2014-12-31	$361,933
Benefits paid (including direct rollovers)	2014-12-31	$361,055
Total plan assets at end of year	2014-12-31	$3,217,619
Total plan assets at beginning of year	2014-12-31	$3,248,192
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$99,318
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$232,042
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-30,573
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,217,619
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,248,192
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$878
2013 : EP DIRECT RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$650,287
Expenses. Total of all expenses incurred	2013-12-31	$3,453
Benefits paid (including direct rollovers)	2013-12-31	$183
Total plan assets at end of year	2013-12-31	$3,248,192
Total plan assets at beginning of year	2013-12-31	$2,601,358
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$101,577
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$548,710
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$646,834
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,248,192
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,601,358
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$3,267
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3
2012 : EP DIRECT RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$366,053
Expenses. Total of all expenses incurred	2012-12-31	$52,691
Benefits paid (including direct rollovers)	2012-12-31	$52,689
Total plan assets at end of year	2012-12-31	$2,601,358
Total plan assets at beginning of year	2012-12-31	$2,287,996
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$80,147
Other income received	2012-12-31	$285,906
Net income (gross income less expenses)	2012-12-31	$313,362
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,601,358
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,287,996
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : EP DIRECT RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$44,745
Expenses. Total of all expenses incurred	2011-12-31	$136,246
Benefits paid (including direct rollovers)	2011-12-31	$133,585
Total plan assets at end of year	2011-12-31	$2,287,996
Total plan assets at beginning of year	2011-12-31	$2,379,497
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$67,869
Other income received	2011-12-31	$-23,124
Net income (gross income less expenses)	2011-12-31	$-91,501
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,287,996
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,379,497
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,661
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : EP DIRECT RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$384,131
Expenses. Total of all expenses incurred	2010-12-31	$47,834
Benefits paid (including direct rollovers)	2010-12-31	$47,834
Total plan assets at end of year	2010-12-31	$2,379,497
Total plan assets at beginning of year	2010-12-31	$2,043,200
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$74,956
Other income received	2010-12-31	$309,175
Net income (gross income less expenses)	2010-12-31	$336,297
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,379,497
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,043,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : EP DIRECT RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for EP DIRECT RETIREMENT PLAN

2022: EP DIRECT RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EP DIRECT RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EP DIRECT RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EP DIRECT RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EP DIRECT RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EP DIRECT RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EP DIRECT RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EP DIRECT RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EP DIRECT RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EP DIRECT RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EP DIRECT RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EP DIRECT RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EP DIRECT RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EP-DIRECT
Employer identification number (EIN):	391287457
NAIC Classification:	323100