2023 Form 5500 filing — Applied Engineering Employee Stock Ownership Plan
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 20240828134506NAL0005793347003) for Applied Engineering Employee Stock Ownership Plan, reported by Electronic Interface Company, Inc. under EIN 94-2615382 and plan number 002. It reports 111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828134506NAL0005793347003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Electronic Interface Company, Inc.
- EIN
- 94-2615382
- Plan number
- 002
- Location
- San Jose, CA
- Participants
- 111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,089
- Total liabilities (EOY)
- $27,089
- Net assets (EOY)
- $0
- Total income / additions
- $4,884,931
- Benefits paid
- $7,231,584
- Administrative expenses
- $39,225
- Total expenses
- $7,270,809
- Net increase / (decrease)
- -$2,385,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wright Ford Young & Co. | not reported in the loaded dataset | $15,000 | not reported in the loaded dataset |
| Ambrose Esop Advisors, LLC | THIRD PARTY ADMINISTRATOR | $7,500 | not reported in the loaded dataset |