Epoch Lending, LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Epoch Lending, LLC
  • Sponsor EIN: 832738856
  • Sponsor Address: 7244 CASTOR AVE, PHILADELPHIA, PA, 19149
  • Plan Type: 401(k)
  • Total Participants: 24
  • Total Assets: $1.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202324$1.1M-$4$163,776
202244$920,257$88,391$268,289

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