2023 Form 5500 filing — Lja Engineering, Inc. 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 20241011215256NAL0045256306001) for Lja Engineering, Inc. Employee Stock Ownership Plan, reported by Lja Engineering, Inc. under EIN 76-0540328 and plan number 003. It reports 1,778 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011215256NAL0045256306001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lja Engineering, Inc.
- EIN
- 76-0540328
- Plan number
- 003
- Location
- Houston, TX
- Participants
- 1,778
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $396,562,096
- Total liabilities (EOY)
- $41,820,446
- Net assets (EOY)
- $354,741,650
- Employer contributions
- $19,500,000
- Total income / additions
- $61,839,379
- Benefits paid
- $17,836,167
- Administrative expenses
- $192,948
- Total expenses
- $19,802,182
- Net increase / (decrease)
- $42,037,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Bank | NONE | $136,403 | not reported in the loaded dataset |
| Transitions Finance Strategies | NA | $56,545 | not reported in the loaded dataset |