The Epoch Group, Lc 401(k) Plan (terminated 2015): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2015, when $1.81 million was transferred out of the plan. Assets moved to the COBALT 401(K) PLAN (sponsored by COBALT VENTURES, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
The Epoch Group, Lc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2015 filing.
The Epoch Group, Lc 401(k) Plan Facts (plan year 2015)
Source: Form 5500 for plan year 2015 (Jan 1, 2015 – Dec 31, 2015), filed Dec 22, 2016. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2015
- $784,341 went into the plan in contributions, $165,786 of it from the employer (21%).
- $110,096 was paid out to participants.
How the The Epoch Group, Lc 401(k) changed, 2012–2015
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2012 | 38 | $242,500 | $34,061 | $4,078 |
| 2013 | 114 | $622,426 | $89,916 | $30,572 |
| 2014 | 182 | $1.20 million | $99,877 | $72,644 |
| 2015 (final) | 194 | $0 | $165,786 | $110,096 |
The Epoch Group, Lc 401(k) Contact Information
Questions about the The Epoch Group, Lc 401(k)
Is the The Epoch Group, Lc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2015. Its assets were transferred to the COBALT 401(K) PLAN.
Does The Epoch Group, Lc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2015 the employer contributed $165,786, 21% of all contributions.
Does the The Epoch Group, Lc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the The Epoch Group, Lc 401(k) plan?
194 participants at the start of plan year 2015.
Who manages the The Epoch Group, Lc 401(k) accounts?
John Hancock is the plan's recordkeeper, which is where participants log in to see their balance.