Aztalan Engineering Employee Stock Ownership Plan — Form 5500 plan (Aztalan Engineering, 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, Aztalan Engineering Employee Stock Ownership Plan is a benefit plan reported by Aztalan Engineering, Inc. under EIN 39-1306719 and plan number 002. The latest loaded filing year is 2023. The filing reports 102 participants and $613,987 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)-$1.6MPlan net assets, end of year-$1,551,115
Participants102Covered participants reported
Assets / participant$6KComputed: assets ÷ participants$6,019 (computed)
Provider compensationNone reported
- Plan sponsor
- Aztalan Engineering, Inc.
- EIN
- 39-1306719
- Plan number
- 002
- Plan type
- 2
- Location
- Lake Mills, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 102 | I | 20260314181528NAL0009679539001 |
Schedule I · 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)$614K total assets
Net assets-$1.6MLiabilities$2.2M
Full reported line items
Net assets
- Total assets (EOY)
- $613,987
- Total liabilities (EOY)
- $2,165,102
- Net assets (EOY)
- -$1,551,115
- Net assets (BOY)
- $4,292,472
Income & contributions
- Employer contributions
- $380,104
- Total income / additions
- -$5,428,210
Expenses & distributions
- Benefits paid
- $311,962
- Total expenses
- $415,377
- Net increase / (decrease)
- -$5,843,587
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.