Plan Ledger DOL Form 5500 · updated monthly

Epic Aviation Inc401(k)

EPIC AVIATION INC 401K PROFIT SHARING PLAN AND TRUST · NEW SMYRNA BEACH, FL · plan year 2022

Reported admin expense ratio · 2022
0.45%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Epic Aviation Inc reported $3,800 in plan administrative expenses for 2022: 0.45% of average plan assets, below the peer median. Employer contributions averaged $467 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (3,393rd of 3,644), and 3,095th of 3,341 in other services. In 2022, employees put in $3.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$887,674
Participants with balances67
Active participants143
Employer contributions$66,750
Employee contributions$205,202
Employer contribution per active participant$467
Average account balance$13,249
Benefits paid to participants$38,809
Plan auditUnmodified (clean) audit opinion
AuditorMARTIN & ASSOCIATES PL
The Epic Aviation Inc 401(k) match · 2022
Employer contribution per active participant$467
Median for plans this size$331

Epic Aviation Inc's 2022 employer contribution ran above the $331 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,800 · 0.45%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 593607415 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.