C&I Engineering Employee Stock Ownership Plan — Form 5500 plan (Chemical & Industrial 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, C&I Engineering Employee Stock Ownership Plan is a benefit plan reported by Chemical & Industrial Engineering, Inc. under EIN 61-1034946 and plan number 002. The latest loaded filing year is 2023. The filing reports 322 participants and $20,510,875 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.5MPlan net assets, end of year$20,510,875
Participants322Covered participants reported
Assets / participant$63.7KComputed: assets ÷ participants$63,698 (computed)
Provider compensationNone reported
Plan sponsor
Chemical & Industrial Engineering, Inc.
EIN
61-1034946
Plan number
002
Plan type
2
Location
Louisville, KY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023322H20241014115513NAL0026085521001
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)$20.5M total assets
Net assets$20.5MLiabilities$0
Money in vs. money out
Total income / additions$4.9M
Total expenses$2.3M
Benefits paid / distributions$2.3M
Contributions
Employer$1.1M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$20,510,875
Total liabilities (EOY)
$0
Net assets (EOY)
$20,510,875
Net assets (BOY)
$17,926,635

Income & contributions

Employer contributions
$1,075,000
Total contributions
$1,075,000
Total income / additions
$4,871,475

Expenses & distributions

Benefits paid
$2,286,875
Administrative expenses
$360
Total expenses
$2,287,235
Net increase / (decrease)
$2,584,240
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 assets11%Computed ratio
Benefits paid ÷ total income47%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages