The Benecon Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (The Benecon Group, LLC)
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, The Benecon Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by The Benecon Group, LLC under EIN 23-1315351 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $22,643,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Benecon Group, LLC
- EIN
- 23-1315351
- Plan number
- 001
- Plan type
- 2
- Location
- Lititz, PA
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $22,643,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20241009072338NAL0010405923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,643,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,643,669
- Net assets (BOY)
- $17,086,002
Income & contributions
- Employer contributions
- $779,826
- Participant contributions
- $1,731,102
- Total contributions
- $3,019,484
- Total income / additions
- $6,138,982
Expenses & distributions
- Benefits paid
- $484,761
- Administrative expenses
- $62,992
- Total expenses
- $581,315
- Net increase / (decrease)
- $5,557,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $40,520 | not reported in the loaded dataset | 2023 |
| Pa Retirement Solutions, Inc. | TPA | $14,431 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $6,799 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,542 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc. | BROKER DEALER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Benecon Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lititz, PA
- Raymond James — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc. — Schedule C compensation