2023 Form 5500 filing — Orcon Industries Corp. 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 20241011093457NAL0012332515001) for Orcon Industries Corp. 401(K) Plan, reported by Orcon Industries Corp. under EIN 16-1432943 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093457NAL0012332515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orcon Industries Corp.
- EIN
- 16-1432943
- Plan number
- 001
- Location
- Le Roy, NY
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,479,187
- Total liabilities (EOY)
- $14,408
- Net assets (EOY)
- $5,464,779
- Employer contributions
- $113,238
- Participant contributions
- $322,067
- Total income / additions
- $1,355,929
- Benefits paid
- $565,764
- Administrative expenses
- $1,025
- Total expenses
- $568,168
- Net increase / (decrease)
- $787,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,025 | $0 |
| La Salle Street Securities, LLC | ADVISOR | $0 | $0 |