Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Loureiro Engineering Associates, Inc.)

Plain-English plan 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, Loureiro Engineering Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Loureiro Engineering Associates, Inc. under EIN 06-0918334 and plan number 002. The latest loaded filing year is 2023. The filing reports 317 participants and $20,560,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.6MPlan net assets, end of year$20,560,000
Participants317Covered participants reported
Assets / participant$64.9KComputed: assets ÷ participants$64,858 (computed)
Provider compensationNone reported
Plan sponsor
Loureiro Engineering Associates, Inc.
EIN
06-0918334
Plan number
002
Plan type
2
Location
Plainville, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H20240730162555NAL0020483457001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.6M total assets
Net assets$20.6MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Full reported line items

Net assets

Total assets (EOY)
$20,560,000
Total liabilities (EOY)
$0
Net assets (EOY)
$20,560,000
Net assets (BOY)
$18,720,000

Income & contributions

Total contributions
$1,217,494
Total income / additions
$3,057,494

Expenses & distributions

Benefits paid
$1,217,494
Administrative expenses
$0
Total expenses
$1,217,494
Net increase / (decrease)
$1,840,000
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income40%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages