Alkon Corporation Profit Sharing Plan And Trust — Form 5500 plan (Alkon Corporation Profit Sharing Plan And Trust)
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, Alkon Corporation Profit Sharing Plan And Trust is a benefit plan reported by Alkon Corporation Profit Sharing Plan And Trust under EIN 34-1679064 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $9,398,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alkon Corporation Profit Sharing Plan And Trust
- EIN
- 34-1679064
- Plan number
- 001
- Plan type
- 2
- Location
- Fremont, OH
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $9,398,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241011174132NAL0011240275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,398,983
- Total liabilities (EOY)
- $3,436
- Net assets (EOY)
- $9,395,547
- Net assets (BOY)
- $8,070,192
Income & contributions
- Employer contributions
- $225,382
- Participant contributions
- $1,032,738
- Total contributions
- $1,258,120
- Total income / additions
- $2,459,078
Expenses & distributions
- Benefits paid
- $1,056,565
- Administrative expenses
- $55,539
- Total expenses
- $1,133,723
- Net increase / (decrease)
- $1,325,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $40,539 | $1,438 | 2023 |
| Cedar Brook Financial Partners, LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |