2023 Form 5500 filing — Orcon Industries Corp. 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 20241011093457NAL0012332515001) for Orcon Industries Corp. 401(K) Plan, reported by Orcon Industries Corp. under EIN 16-1432943 and plan number 001. It reports 151 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)$5.5MReported net assets$5,464,779
Participants151
Provider compensation$1K2 Schedule C row(s)$1,025
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011093457NAL0012332515001
- Plan sponsor
- Orcon Industries Corp.
- EIN
- 16-1432943
- Plan number
- 001
- Location
- Le Roy, NY
- Received date
- not reported in the loaded dataset
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)$5.5M total assets
Net assets$5.5MLiabilities$14.4K
Full reported line items
- Total assets (EOY)
- $5,479,187
- Total liabilities (EOY)
- $14,408
- Net assets (EOY)
- $5,464,779
- Employer contributions
- $113,238
- Participant contributions
- $322,067
- Total income / additions
- $1,355,929
- Benefits paid
- $565,764
- Administrative expenses
- $1,025
- Total expenses
- $568,168
- Net increase / (decrease)
- $787,761
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,025 | $0 |
| La Salle Street Securities, LLC | ADVISOR | $0 | $0 |