How big is Epstein Design Partners Inc.'s plan?

Epstein Design Partners Inc.'s plan reported $173K in assets for 2023.

Original filing (PDF)20240618143212NAL0003653808001

Epstein Design Partners Inc.

Name: Epstein Design Partners Inc. — Epstein Design, Form 5500 (2023)
Creator: Epstein Design Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Epstein Design Partners Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Epstein Design Partners Inc.'s Epstein Design Partners Inc. 401(k) Profit Sharing Plan & Trust reported $173K in plan assets in 2023.

Signals · 1

Late filing · 43.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$173K

Net assets (EOY)

$173K

People on this filing

Anne Toomey Kelemen signed Epstein Design Partners Inc.'s 2023 Form 5500 as plan administrator.

Anne Toomey Kelemen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Epstein Design Partners Inc.'s EIN is 34-0902256.

EIN 34-0902256

Plan number 001

Plan year 2023

ACK ID 20240618143212NAL0003653808001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Epstein Design Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Epstein Design Partners Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EPSTEIN DESIGN PARTNERS INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off