401(k) · DOL Form 5500 · 2022

Estate Planning Consultants, Inc. 401(k) Plan

Data updated 2026-08-25

$496K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$495,816
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan · Sponsored by Estate Planning Consultants, Inc. · South Carolina · Finance & Insurance

$496K in assets, 1 participants

Estate Planning Consultants, Inc.'s Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan reported $496K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 18th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,079 in Finance & Insurance (9,261 peers)

Estate Planning Consultants, Inc. multi-year trail

Estate Planning Consultants, Inc.'s plans moved -99.8% in assets from 2022 to 2024; this filing shows Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan at $496K / 1 participant.

#1,079
in Finance & Insurance (9,261 peers)
-64.0%
assets change YoY

The plan reported a net loss of $881K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$495,816 18th percentile higher than 18% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 570713496 · Estate Planning Consultants, Inc. PY 2022 · 401(k)

Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan · $496K · 1 · 18th

  • BOY $496K
  • SCH 1
  • EBSA 18th
  • PART 401(k)
  • TYPE near Brymak & Associates, Inc. 401(k) Savings Plan
  • NET ind #1079

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in South Carolina →

Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Estate Planning Consultants, Inc. 401(k) Profit Sharing PlanEstate Planning Consultants,…$496KBrymak & Associates, Inc. 401(k) Savings PlanBrymak & Associates, Inc. 40…$496KPocket Change Ventures Retirement PlanPocket Change Ventures Retir…$496KAndreasen Security Safe, Inc. 401(k) PlanAndreasen Security Safe, Inc…$496KDluzak & Associates, Inc. Retirement PlanDluzak & Associates, Inc. Re…$496K
End-of-year total assets ($M) among Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Estate Planning Consultants, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Estate Planning Consultants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$771 99.84449876567115% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $496K
2023 1 1 $591K
2024 1 1 $771

Estate Planning Consultants, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$496K
Net Income-$881K
Employer EIN570713496
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000495816 · Participants: 1Estate Planning Consultants, Inc. 401(k) Profit Sharing PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Brymak & Associates, Inc. 401(k) Savings Plan in TN ($496K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan contracted severely - down 64.0% during 2022, from $1M to $496K. Reported net income was -$881K.
How have Estate Planning Consultants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Estate Planning Consultants, Inc.'s sponsor-wide assets declined 99.8%, from $496K to $771.
Where does Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brymak & Associates, Inc. 401(k) Savings Plan in TN ($496K, 210 participants).
Which 401(k) plans cover a similar participant headcount to Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 570713496.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.