Treecon Resources Inc. 401(K) Plan — Form 5500 plan (Treecon Resources, 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, Treecon Resources Inc. 401(K) Plan is a benefit plan reported by Treecon Resources, Inc. under EIN 23-2708876 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $3,595,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Treecon Resources, Inc.
EIN
23-2708876
Plan number
001
Plan type
2
Location
Lufkin, TX
Latest filing year
2023
Participants
147
End-of-year plan assets
$3,595,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20240903085427NAL0010470403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,595,574
Total liabilities (EOY)
$0
Net assets (EOY)
$3,595,574
Net assets (BOY)
$2,748,501

Income & contributions

Employer contributions
$193,431
Participant contributions
$304,871
Total contributions
$603,719
Total income / additions
$1,104,981

Expenses & distributions

Benefits paid
$250,326
Administrative expenses
$2,415
Total expenses
$257,908
Net increase / (decrease)
$847,073

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$2,414$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Morgan Stanley Smith Barney LLCADVISOR$0$02023

Related Form 5500 pages