Apcon, Inc.401(K) Plan — Form 5500 plan (Apcon, 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, Apcon, Inc.401(K) Plan is a benefit plan reported by Apcon, Inc. under EIN 93-1166552 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $15,126,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Apcon, Inc.
- EIN
- 93-1166552
- Plan number
- 001
- Plan type
- 2
- Location
- Wilsonville, OR
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $15,126,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20240909163519NAL0009602834001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,126,209
- Net assets (EOY)
- $15,126,209
- Net assets (BOY)
- $12,162,729
Income & contributions
- Employer contributions
- $289,608
- Participant contributions
- $900,742
- Total contributions
- $1,190,350
- Total income / additions
- $3,426,090
Expenses & distributions
- Benefits paid
- $400,452
- Administrative expenses
- $62,158
- Total expenses
- $462,610
- Net increase / (decrease)
- $2,963,480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | INVESTMENT ADVISOR | $32,753 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,697 | $0 | 2023 |
| Akt Llp | AUDITOR | $14,500 | $0 | 2023 |
| Mt. Hood Pension Service, LLC | CONTRACT ADMIN | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Apcon, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Wilsonville, OR
- Lpl Financial LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Akt Llp — Schedule C compensation
- Mt. Hood Pension Service, LLC — Schedule C compensation