401k Plan data: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN plan

EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 401k Plan overview

Plan Name	EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN
Plan identification number	531

EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Supplemental unemployment Dental Vision Temporary disability (accident and sickness) Prepaid legal Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

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

Company Name: EPS GROUP, INC.

Employer identification number (EIN): 432017157

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
531 2023-07-01 RENDELL LOFGREEN 2024-06-21
531 2022-07-01 RENDELL LOFGREEN 2024-03-28
531 2021-07-01 PHILLIP CHRISTENSEN 2023-01-13
531 2020-07-01 PHILLIP CHRISTENSEN 2021-12-27
531 2019-07-01
531 2017-07-01 ELIJAH WILLIAMS ELIJAH WILLIAMS 2018-10-15
531 2016-07-01 ELIJAH WILLIAMS ELIJAH WILLIAMS 2018-02-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
531	2023-07-01	RENDELL LOFGREEN	2024-06-21
531	2022-07-01	RENDELL LOFGREEN	2024-03-28
531	2021-07-01	PHILLIP CHRISTENSEN	2023-01-13
531	2020-07-01	PHILLIP CHRISTENSEN	2021-12-27
531	2019-07-01
531	2017-07-01	ELIJAH WILLIAMS		ELIJAH WILLIAMS	2018-10-15
531	2016-07-01	ELIJAH WILLIAMS		ELIJAH WILLIAMS	2018-02-20

Plan Statistics for EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN

401k plan membership statisitcs for EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN

Measure Date Value
2023: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2023 401k membership
Total participants, beginning-of-year 2023-07-01 308
Total number of active participants reported on line 7a of the Form 5500 2023-07-01 330
Number of retired or separated participants receiving benefits 2023-07-01 0
Number of other retired or separated participants entitled to future benefits 2023-07-01 0
Total of all active and inactive participants 2023-07-01 330
Number of employers contributing to the scheme 2023-07-01 0
2022: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 266
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 281
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 0
Total of all active and inactive participants 2022-07-01 281
Number of employers contributing to the scheme 2022-07-01 0
2021: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 250
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 265
Number of retired or separated participants receiving benefits 2021-07-01 1
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 266
Number of employers contributing to the scheme 2021-07-01 0
2020: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 213
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 235
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 235
Number of employers contributing to the scheme 2020-07-01 0
2019: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 219
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 208
Number of retired or separated participants receiving benefits 2019-07-01 3
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 211
2017: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 146
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 207
Number of retired or separated participants receiving benefits 2017-07-01 1
Total of all active and inactive participants 2017-07-01 208
Total participants 2017-07-01 208
2016: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 122
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 140
Total of all active and inactive participants 2016-07-01 140
Total participants 2016-07-01 140

Measure	Date	Value
2023: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2023 401k membership
Total participants, beginning-of-year	2023-07-01	308
Total number of active participants reported on line 7a of the Form 5500	2023-07-01	330
Number of retired or separated participants receiving benefits	2023-07-01	0
Number of other retired or separated participants entitled to future benefits	2023-07-01	0
Total of all active and inactive participants	2023-07-01	330
Number of employers contributing to the scheme	2023-07-01	0
2022: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	266
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	281
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	0
Total of all active and inactive participants	2022-07-01	281
Number of employers contributing to the scheme	2022-07-01	0
2021: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	250
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	265
Number of retired or separated participants receiving benefits	2021-07-01	1
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	266
Number of employers contributing to the scheme	2021-07-01	0
2020: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	213
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	235
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	235
Number of employers contributing to the scheme	2020-07-01	0
2019: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	219
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	208
Number of retired or separated participants receiving benefits	2019-07-01	3
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	211
2017: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	146
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	207
Number of retired or separated participants receiving benefits	2017-07-01	1
Total of all active and inactive participants	2017-07-01	208
Total participants	2017-07-01	208
2016: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	122
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	140
Total of all active and inactive participants	2016-07-01	140
Total participants	2016-07-01	140

Form 5500 Responses for EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN

2023: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2023 form 5500 responses
2023-07-01	Type of plan entity	Single employer plan
2023-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-07-01	Plan funding arrangement – Insurance	Yes
2023-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-07-01	Plan benefit arrangement – Insurance	Yes
2023-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2022: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2017: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	First time form 5500 has been submitted	Yes
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: EPS GROUP INC ENGINEERS PLANNERS AND SURVEYORS CAFETERIA PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	First time form 5500 has been submitted	Yes
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

10218261

Policy instance

Insurance contract or identification number	10218261
Number of Individuals Covered	255
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $19,619
Total amount of fees paid to insurance company	USD $19,437
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $156,160
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

5398410

Policy instance

Insurance contract or identification number	5398410
Number of Individuals Covered	443
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $20,563
Total amount of fees paid to insurance company	USD $7,315
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $195,920
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DELTA DENTAL OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53597 )

Policy contract number

31710

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

10218261

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

40000100026281

Policy instance

DELTA DENTAL OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53597 )

Policy contract number

31710

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

10218261

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

10218261

Policy instance

DELTA DENTAL OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53597 )

Policy contract number

31710

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010218261

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010218263

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010218262

Policy instance

BLUE CROSS BLUE SHIELD OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53589 )

Policy contract number

36176

Policy instance

DELTA DENTAL OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53597 )

Policy contract number

22187

Policy instance

DELTA DENTAL OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 53597 )

Policy contract number

55785 31710

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010218262

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010218263

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010218261

Policy instance

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

00001D032567

Policy instance

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Company Name:	EPS GROUP, INC.
Employer identification number (EIN):	432017157
NAIC Classification:	541330
NAIC Description:	Engineering Services