2023 Form 5500 filing — C&I 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 20241014115513NAL0026085521001) for C&I Engineering Employee Stock Ownership Plan, reported by Chemical & Industrial Engineering, Inc. under EIN 61-1034946 and plan number 002. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.5MReported net assets$20,510,875
Participants322
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014115513NAL0026085521001
Plan sponsor
Chemical & Industrial Engineering, Inc.
EIN
61-1034946
Plan number
002
Location
Louisville, KY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.5M total assets
Net assets$20.5MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$1.1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$20,510,875
Total liabilities (EOY)
$0
Net assets (EOY)
$20,510,875
Employer contributions
$1,075,000
Total income / additions
$4,871,475
Benefits paid
$2,286,875
Administrative expenses
$360
Total expenses
$2,287,235
Net increase / (decrease)
$2,584,240

Related Form 5500 pages