Eucon Corporation Retirement Benefit Program — Form 5500 plan (Eucon Corporation)
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, Eucon Corporation Retirement Benefit Program is a benefit plan reported by Eucon Corporation under EIN 82-0308198 and plan number 001. The latest loaded filing year is 2023. The filing reports 868 participants and $54,444,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eucon Corporation
- EIN
- 82-0308198
- Plan number
- 001
- Plan type
- 2
- Location
- Lewiston, ID
- Latest filing year
- 2023
- Participants
- 868
- End-of-year plan assets
- $54,444,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 868 | H, C | 20241013133453NAL0050666658001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,444,038
- Total liabilities (EOY)
- $220,720
- Net assets (EOY)
- $54,223,318
- Net assets (BOY)
- $50,576,449
Income & contributions
- Employer contributions
- $1,404,928
- Participant contributions
- $1,409,635
- Total contributions
- $2,828,271
- Total income / additions
- $9,265,672
Expenses & distributions
- Benefits paid
- $5,328,458
- Administrative expenses
- $290,345
- Total expenses
- $5,618,803
- Net increase / (decrease)
- $3,646,869
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Petersen Hastings Investment Mgmt | NONE | $179,825 | not reported in the loaded dataset | 2023 |
| Randall & Hurley, Inc. | NONE | $88,152 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $22,368 | $0 | 2023 |