2023 Form 5500 filing — Austin Industries 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 20241015120215NAL0028306257004) for Austin Industries Employee Stock Ownership Plan, reported by Austin Industries, Inc. under EIN 75-1440225 and plan number 003. It reports 11,130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120215NAL0028306257004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Austin Industries, Inc.
- EIN
- 75-1440225
- Plan number
- 003
- Location
- Dallas, TX
- Participants
- 11,130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $497,933,907
- Total liabilities (EOY)
- $6,843,740
- Net assets (EOY)
- $491,090,167
- Employer contributions
- $1,200,000
- Total income / additions
- $111,178,467
- Benefits paid
- $39,422,229
- Administrative expenses
- $680,235
- Total expenses
- $40,102,464
- Net increase / (decrease)
- $71,076,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Finance Strategies, LLC | NONE | $541,982 | not reported in the loaded dataset |
| State Street Bank & Trust Company | NONE | $131,043 | not reported in the loaded dataset |
| Weaver And Tidwell Llp | NONE | $7,210 | not reported in the loaded dataset |