E.C. Styberg Engineering Company 401(K) Plan — Form 5500 plan (E.C. Styberg Engineering Company)
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, E.C. Styberg Engineering Company 401(K) Plan is a benefit plan reported by E.C. Styberg Engineering Company under EIN 39-0644639 and plan number 003. The latest loaded filing year is 2023. The filing reports 171 participants and $24,867,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- E.C. Styberg Engineering Company
- EIN
- 39-0644639
- Plan number
- 003
- Plan type
- 2
- Location
- Racine, WI
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $24,867,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241009171110NAL0009423027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,867,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,867,028
- Net assets (BOY)
- $23,691,366
Income & contributions
- Employer contributions
- $149,867
- Participant contributions
- $427,039
- Total contributions
- $764,653
- Total income / additions
- $3,383,818
Expenses & distributions
- Benefits paid
- $2,190,632
- Administrative expenses
- $17,524
- Total expenses
- $2,208,156
- Net increase / (decrease)
- $1,175,662
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $13,266 | $0 | 2023 |