Orcon Industries Corp. 401(K) Plan — Form 5500 plan (Orcon Industries Corp.)
Plain-English plan 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, Orcon Industries Corp. 401(K) Plan is a benefit plan reported by Orcon Industries Corp. under EIN 16-1432943 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $5,479,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orcon Industries Corp.
- EIN
- 16-1432943
- Plan number
- 001
- Plan type
- 2
- Location
- Le Roy, NY
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $5,479,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241011093457NAL0012332515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,479,187
- Total liabilities (EOY)
- $14,408
- Net assets (EOY)
- $5,464,779
- Net assets (BOY)
- $4,677,018
Income & contributions
- Employer contributions
- $113,238
- Participant contributions
- $322,067
- Total contributions
- $440,104
- Total income / additions
- $1,355,929
Expenses & distributions
- Benefits paid
- $565,764
- Administrative expenses
- $1,025
- Total expenses
- $568,168
- Net increase / (decrease)
- $787,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,025 | $0 | 2023 |
| La Salle Street Securities, LLC | ADVISOR | $0 | $0 | 2023 |