Epcon Communities 401(K) Plan — Form 5500 plan (Epcon Communities Services, LLC)

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, Epcon Communities 401(K) Plan is a benefit plan reported by Epcon Communities Services, LLC under EIN 83-2809723 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $16,660,557 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Epcon Communities Services, LLC
EIN
83-2809723
Plan number
001
Plan type
2
Location
Dublin, OH
Latest filing year
2023
Participants
218
End-of-year plan assets
$16,660,557

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023218H, C20240919051934NAL0007641200001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,660,557
Total liabilities (EOY)
$0
Net assets (EOY)
$16,660,557
Net assets (BOY)
$12,283,866

Income & contributions

Employer contributions
$824,897
Participant contributions
$1,907,927
Total contributions
$2,919,590
Total income / additions
$5,398,262

Expenses & distributions

Benefits paid
$984,978
Administrative expenses
$34,945
Total expenses
$1,021,571
Net increase / (decrease)
$4,376,691

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Budros, Ruhlin & Roe, Inc.INVESTMENT/FINANCIAL ADVI$31,900$02023
Adp, Inc.RECORD KEEPER$3,045$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages