How big is EPM Financial's plan?

EPM Financial's plan reported $962K in assets and 6 participants for 2024.

Original filing (PDF)20250624095702NAL0007130929001

EPM Financial

Name: EPM Financial — EPM Financial 401(k) Plan, Form 5500 (2024)
Creator: EPM Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EPM Financial 401(k) Plan

401(k) retirement plan · EPM Financial's EPM Financial 401(k) Plan held $962K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$962K

Net assets (EOY)

$962K

People on this filing

Martin Porter signed EPM Financial's 2024 Form 5500 as plan administrator.

Martin Porter — 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

EPM Financial's EIN is 82-3700788.

EIN 82-3700788

Plan number 001

Plan year 2024

ACK ID 20250624095702NAL0007130929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EPM Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EPM Financial'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 EPM FINANCIAL.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

EPM FINANCIAL

EIN

all filings

Address

675 N. MT. JULIET ROAD · SUITE 200 · MOUNT JULIET, TN · 37122

Phone

(615) 810-8185

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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