Epcon Communities Services, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Epcon Communities Services, LLC (EIN 83-2809723) is a plan sponsor located in Dublin, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
83-2809723
Location
Dublin, OH
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.7MSummed across loaded plans$16,660,557
Total reported assets$16.7M$16,660,557
Total reported participants402
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.7M total assets
Net assets$16.7MLiabilities$0
Contributions & income
Employer contributions$824.9K
Participant contributions$1.9M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$985K
Total expenses$1M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Epcon Communities 401(K) Plan
Participants per plan201Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 218 participants · 2023
  2. 2
    Plan #501 · 184 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Epcon Communities Services, LLC
YearPlanParticipantsSchedulesFiling
2023Epcon Communities Services, LLC Employee Benefit Plan18420240718091019NAL0005301073001
2023Epcon Communities 401(K) Plan218H, C20240919051934NAL0007641200001

Related Form 5500 pages