How big is Espey & Associates, Inc.'s plan?

Espey & Associates, Inc.'s plan reported $530K in assets and 2 participants for 2023.

Original filing (PDF)20241001105804NAL0003918675008

Espey & Associates, Inc.

Name: Espey & Associates, Inc. — Espey 401(k) Plan, Form 5500 (2023)
Creator: Espey & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Espey 401(k) Plan

401(k) retirement plan · Espey & Associates, Inc.'s Espey 401(k) Plan held $530K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$530K

Net assets (EOY)

$530K

People on this filing

Jeremy J. Schira signed Espey & Associates, Inc.'s 2023 Form 5500 as plan administrator.

Jeremy J. Schira — 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

Espey & Associates, Inc.'s EIN is 34-1874610.

EIN 34-1874610

Plan number 001

Plan year 2023

ACK ID 20241001105804NAL0003918675008

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Espey & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Espey & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off