Recon 401k Plan — Form 5500 plan (Recon Management Services Inc.)
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, Recon 401k Plan is a benefit plan reported by Recon Management Services Inc. under EIN 72-1290983 and plan number 001. The latest loaded filing year is 2023. The filing reports 836 participants and $55,132,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Recon Management Services Inc.
- EIN
- 72-1290983
- Plan number
- 001
- Plan type
- 2
- Location
- Sulphur, LA
- Latest filing year
- 2023
- Participants
- 836
- End-of-year plan assets
- $55,132,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 836 | H, C | 20250219131651NAL0004253905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,132,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,132,737
- Net assets (BOY)
- $44,743,447
Income & contributions
- Employer contributions
- $1,316,819
- Participant contributions
- $4,321,784
- Total contributions
- $6,584,434
- Total income / additions
- $14,271,724
Expenses & distributions
- Benefits paid
- $3,727,583
- Administrative expenses
- $154,851
- Total expenses
- $3,882,434
- Net increase / (decrease)
- $10,389,290
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $7,802 | $69,236 | 2023 |
| Future Capital | NONE | $76,455 | not reported in the loaded dataset | 2023 |
| Edward D Jones And Co | NONE | $72,318 | not reported in the loaded dataset | 2023 |