2023 Form 5500 filing — Engeo Incorporated 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 20241015152405NAL0050162576001) for Engeo Incorporated Employee Stock Ownership Plan, reported by Engeo Incorporated under EIN 94-1748418 and plan number 003. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152405NAL0050162576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Engeo Incorporated
- EIN
- 94-1748418
- Plan number
- 003
- Location
- San Ramon, CA
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,124,000
- Total liabilities (EOY)
- $4,100
- Net assets (EOY)
- $68,119,900
- Employer contributions
- $5,100,000
- Total income / additions
- $8,785,703
- Benefits paid
- $3,640,464
- Administrative expenses
- $45,426
- Total expenses
- $3,685,890
- Net increase / (decrease)
- $5,099,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | BROKER | $41,326 | not reported in the loaded dataset |