Engineering Industries, Inc. Employee Stock Ownership Plan — Form 5500 plan (Engineering Industries, 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, Engineering Industries, Inc. Employee Stock Ownership Plan is a benefit plan reported by Engineering Industries, Inc. under EIN 39-1098063 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $18,899,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Engineering Industries, Inc.
- EIN
- 39-1098063
- Plan number
- 002
- Plan type
- 2
- Location
- Verona, WI
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $18,899,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | I | 20240827093818NAL0010440865001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,899,918
- Total liabilities (EOY)
- $408,485
- Net assets (EOY)
- $18,491,433
- Net assets (BOY)
- $17,595,646
Income & contributions
- Employer contributions
- $1,206,000
- Participant contributions
- $0
- Total income / additions
- $1,929,819
Expenses & distributions
- Benefits paid
- $1,016,479
- Administrative expenses
- $0
- Total expenses
- $1,034,032
- Net increase / (decrease)
- $895,787
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.