2023 Form 5500 filing — Enercon Industries, Inc. 401(K) Savings 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 20241015153604NAL0016771459001) for Enercon Industries, Inc. 401(K) Savings Plan, reported by Enercon Industries, Inc. under EIN 39-1210023 and plan number 005. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153604NAL0016771459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Enercon Industries, Inc.
- EIN
- 39-1210023
- Plan number
- 005
- Location
- Germantown, WI
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,584,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,584,685
- Employer contributions
- $585,000
- Participant contributions
- $1,119,409
- Total income / additions
- $5,423,555
- Benefits paid
- $3,062,353
- Administrative expenses
- $37,450
- Total expenses
- $3,099,803
- Net increase / (decrease)
- $2,323,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $33,952 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |