Original filing (PDF)20250204092608NAL0008294737001

Epic Capital Securities Corp.

Name: Epic Capital Securities Corp. — Form 5500 (2023)
Creator: Epic Capital Securities Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Epic Capital Securities Corp. filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 7.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Monika Moeller signed Epic Capital Securities Corp.'s 2023 Form 5500 as plan administrator.

Monika Moeller — 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

Epic Capital Securities Corp.'s EIN is 99-0383104.

EIN 99-0383104

Plan number 001

Plan year 2023

ACK ID 20250204092608NAL0008294737001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Epic Capital Securities Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Epic Capital Securities Corp.'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 EPIC CAPITAL SECURITIES CORP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off