2023 Form 5500 filing — Energy Engineering Associates, 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 20241113115754NAL0037107938001) for Energy Engineering Associates, Inc. Employee Stock Ownership Plan, reported by Energy Engineering Associates, Inc. under EIN 74-1904410 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241113115754NAL0037107938001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Energy Engineering Associates, Inc.
- EIN
- 74-1904410
- Plan number
- 002
- Location
- Austin, TX
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,496,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,496,304
- Employer contributions
- $1,941,939
- Total income / additions
- $3,999,346
- Benefits paid
- $812,812
- Administrative expenses
- $45,833
- Total expenses
- $858,645
- Net increase / (decrease)
- $3,140,701
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crowe Llp | NONE | $16,800 | not reported in the loaded dataset |
| Menke & Associates, Inc. | NONE | $14,858 | not reported in the loaded dataset |
| Acuity Advisors | NONE | $14,175 | not reported in the loaded dataset |