401(k) · DOL Form 5500 · 2023

Estate Planning Consultants, Inc. 401(k) Plan

Data updated 2026-08-25

$591K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$591,102
Avg per participant High balance/head
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Official DOL plan name: Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan · Sponsored by Estate Planning Consultants, Inc. · South Carolina · Finance & Insurance

$591K in assets, 1 participants

Estate Planning Consultants, Inc.'s Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan reported $591K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,058 in Finance & Insurance (8,869 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 $591K / 1 participant.

#1,058
in Finance & Insurance (8,869 peers)
+19.2%
assets growth YoY

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 2023 · DOL Form 5500

$591,102 19th percentile higher than 19% of 127,068 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 2023

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

Plan-year 2023 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.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan reported net income rose from -$881K in the plan year 2022 filing to $95K in the plan year 2023 filing.
  • Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $496K in the plan year 2022 filing to $591K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 570713496 · Estate Planning Consultants, Inc. PY 2023 · 401(k)

Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan · $591K · 1 · 19th

  • IND $591K
  • EOY 1
  • 5500 19th
  • ASSETS 401(k)
  • PCT near Thomas Family Holdings, Inc. 401(k) Profit Sharing Plan
  • EIN ind #1058

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,…$591KThomas Family Holdings, Inc. 401(k) Profit Sharing PlanThomas Family Holdings, Inc.…$591KWhitehouse Farms Inc. 401(k) PlanWhitehouse Farms Inc. 401(k)…$591KJohn P Arthur Corp 401(k) PlanJohn P Arthur Corp 401(k) Pl…$591KAssociates in Physical Medicine & Rehab of Southwestern PA, PC Profit Sharing PlanAssociates in Physical Medic…$591K
End-of-year total assets ($M) among Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$496K
Net Assets (End of Year)$591K
Net Income$95K
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. -500005000100001500020000 -1012345 Total assets ($B) Participants Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000591102 · Participants: 1Estate Planning Consultants, Inc. 401(k) Profit Sharing PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue 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 Thomas Family Holdings, Inc. 401(k) Profit Sharing Plan in KY ($591K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (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 2023. 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 2023? ▼
Estate Planning Consultants, Inc. 401(k) Profit Sharing Plan grew sharply - up 19.2% during 2023, from $496K to $591K. Reported net income was $95K.
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 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Thomas Family Holdings, Inc. 401(k) Profit Sharing Plan in KY ($591K, 1 participant).
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 Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.