2023 Form 5500 filing — Epcon Communities 401(K) 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 20240919051934NAL0007641200001) for Epcon Communities 401(K) Plan, reported by Epcon Communities Services, LLC under EIN 83-2809723 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919051934NAL0007641200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Epcon Communities Services, LLC
- EIN
- 83-2809723
- Plan number
- 001
- Location
- Dublin, OH
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,660,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,660,557
- Employer contributions
- $824,897
- Participant contributions
- $1,907,927
- Total income / additions
- $5,398,262
- Benefits paid
- $984,978
- Administrative expenses
- $34,945
- Total expenses
- $1,021,571
- Net increase / (decrease)
- $4,376,691
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Budros, Ruhlin & Roe, Inc. | INVESTMENT/FINANCIAL ADVI | $31,900 | $0 |
| Adp, Inc. | RECORD KEEPER | $3,045 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |