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ERNIE EPITROPOULOS AGENCY — ERNIE EPITROPOULOS AGENCY PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240918101357NAL0008814242001
ERNIE EPITROPOULOS AGENCY
Form 5500-SF
FILING_RECEIVED
ERNIE EPITROPOULOS AGENCY PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ERNIE EPITROPOULOS AGENCY
.
Find decision makers
Plan sponsor
Name
ERNIE EPITROPOULOS AGENCY
EIN
31-1150904
Address
4701 OLENTANGY RIVER RD., STE. 102 · COLUMBUS, OH · 432141950
Phone
(614) 204-8148
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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