2023 Form 5500 filing — U. S. Engineering Company Holdings Employee Stock Ownership Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725133938NAL0014162865001) for U. S. Engineering Company Holdings Employee Stock Ownership Plan & Trust, reported by U.S. Engineering Company Holdings under EIN 46-0934113 and plan number 003. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725133938NAL0014162865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. Engineering Company Holdings
- EIN
- 46-0934113
- Plan number
- 003
- Location
- Kansas City, MO
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,632,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,632,847
- Total income / additions
- $242,878
- Benefits paid
- $375,997
- Administrative expenses
- $26,658
- Total expenses
- $402,655
- Net increase / (decrease)
- -$159,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allen Gibbs & Houlik, Lc | NONE | $17,850 | not reported in the loaded dataset |
| Fci Advisors | INVESTMENT PROVIDER | $5,808 | not reported in the loaded dataset |