Enercon Industries, Inc. 401(K) Savings Plan — Form 5500 plan (Enercon Industries, 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, Enercon Industries, Inc. 401(K) Savings Plan is a benefit plan reported by Enercon Industries, Inc. under EIN 39-1210023 and plan number 005. The latest loaded filing year is 2023. The filing reports 155 participants and $23,584,685 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Enercon Industries, Inc.
EIN
39-1210023
Plan number
005
Plan type
2
Location
Germantown, WI
Latest filing year
2023
Participants
155
End-of-year plan assets
$23,584,685

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20241015153604NAL0016771459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,584,685
Total liabilities (EOY)
$0
Net assets (EOY)
$23,584,685
Net assets (BOY)
$21,260,933

Income & contributions

Employer contributions
$585,000
Participant contributions
$1,119,409
Total contributions
$1,704,409
Total income / additions
$5,423,555

Expenses & distributions

Benefits paid
$3,062,353
Administrative expenses
$37,450
Total expenses
$3,099,803
Net increase / (decrease)
$2,323,752

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$33,952not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages