2023 Form 5500 filing — Stahly Engineering & Associates 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 20240911145727NAL0007208049001) for Stahly Engineering & Associates Employee Stock Ownership Plan & Trust, reported by Stahly Engineering & Associates, Inc. under EIN 81-0307441 and plan number 002. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240911145727NAL0007208049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stahly Engineering & Associates, Inc.
- EIN
- 81-0307441
- Plan number
- 002
- Location
- Helena, MT
- Participants
- 48
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,102,869
- Total liabilities (EOY)
- $3,652,283
- Net assets (EOY)
- $6,450,586
- Employer contributions
- $277,228
- Total income / additions
- $3,761,078
- Benefits paid
- $4,389
- Total expenses
- $88,126
- Net increase / (decrease)
- $3,672,952
- Schedule source
- Schedule I