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BEPC, INC. — BEPC, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250626120329NAL0004975923001
BEPC, INC.
Form 5500
FILING_RECEIVED
BEPC, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
99% in single holding
99% employer stock
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
185
Plan assets (EOY)
$8.4M
Net assets (EOY)
$3.0M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BEPC, INC.
.
Find decision makers
Plan sponsor
Name
BEPC, INC.
EIN
26-1107008
Address
3240 EXECUTIVE DRIVE · SAN ANGELO, TX · 76904
Phone
(325) 944-0169
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CONDLEY AND COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $8.4M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
BEPC, Inc 85,000 shares common stock
—
—
$12.2M
$8.3M
99.5%
First Financial Bank Cash
—
—
$42K
$42K
0.5%
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Knocking points off
Top holding "BEPC, Inc 85,000 shares common stock" is 99% of plan.
99% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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