2023 Form 5500 filing — Apcon, Inc.401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909163519NAL0009602834001) for Apcon, Inc.401(K) Plan, reported by Apcon, Inc. under EIN 93-1166552 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909163519NAL0009602834001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Apcon, Inc.
- EIN
- 93-1166552
- Plan number
- 001
- Location
- Wilsonville, OR
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,126,209
- Net assets (EOY)
- $15,126,209
- Employer contributions
- $289,608
- Participant contributions
- $900,742
- Total income / additions
- $3,426,090
- Benefits paid
- $400,452
- Administrative expenses
- $62,158
- Total expenses
- $462,610
- Net increase / (decrease)
- $2,963,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | INVESTMENT ADVISOR | $32,753 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,697 | $0 |
| Akt Llp | AUDITOR | $14,500 | $0 |
| Mt. Hood Pension Service, LLC | CONTRACT ADMIN | $0 | $10,000 |