2023 Form 5500 filing — Geocon, Inc. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917152610NAL0003000513001) for Geocon, Inc. 401(K) Profit Sharing Plan, reported by Geocon, Incorporated under EIN 94-1750457 and plan number 001. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$41.9MReported net assets$41,868,705

Participants319

Provider compensation$129.8K4 Schedule C row(s)$129,768

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240917152610NAL0003000513001
Plan sponsor: Geocon, Incorporated
EIN: 94-1750457
Plan number: 001
Location: San Diego, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$41.9M total assets

Net assets$41.9MLiabilities$0

Money in vs. money out

Total income / additions$9.2M

Total expenses$2.2M

Benefits paid / distributions$2M

Contributions

Employer$647.9K

Participant$2.3M

Full reported line items

Total assets (EOY): $41,868,705
Total liabilities (EOY): $0
Net assets (EOY): $41,868,705
Employer contributions: $647,940
Participant contributions: $2,348,029
Total income / additions: $9,234,977
Benefits paid: $2,037,889
Administrative expenses: $128,424
Total expenses: $2,176,859
Net increase / (decrease): $7,058,118

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$107.7K
CONTRACT ADMINISTRATOR · Direct $107.7K · Indirect $0
2
Mma Securities LLC$22K
INVESTMENT ADVISORY · Direct $22K · Indirect $11
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917152610NAL0003000513001 cover?: It is the 2023 Form 5500 filing for Geocon, Inc. 401(K) Profit Sharing Plan, reported by Geocon, Incorporated (EIN 94-1750457).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).