Dokken Engineering Employee Stock Ownership Plan — Form 5500 plan (Dokken Engineering)
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, Dokken Engineering Employee Stock Ownership Plan is a benefit plan reported by Dokken Engineering under EIN 68-0099664 and plan number 003. The latest loaded filing year is 2023. The filing reports 116 participants and $17,213,771 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.2MPlan net assets, end of year$17,213,771
Participants116Covered participants reported
Assets / participant$148.4KComputed: assets ÷ participants$148,395 (computed)
Provider compensation$33.2K3 Schedule C provider row(s)$33,171
- Plan sponsor
- Dokken Engineering
- EIN
- 68-0099664
- Plan number
- 003
- Plan type
- 2
- Location
- Folsom, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20241015151742NAL0028904081001 |
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)$17.2M total assets
Net assets$17.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $17,213,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,213,771
- Net assets (BOY)
- $14,859,092
Income & contributions
- Employer contributions
- $2,200,000
- Total contributions
- $2,200,000
- Total income / additions
- $2,794,541
Expenses & distributions
- Benefits paid
- $407,141
- Administrative expenses
- $32,721
- Total expenses
- $439,862
- Net increase / (decrease)
- $2,354,679
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 assets3%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sanli Pastore & Hill | VALUATION SERVICES | $18,840 | not reported in the loaded dataset | 2023 |
| Hightower Advisors, LLC | INV ADV, PARTICIPANTS | $10,021 | not reported in the loaded dataset | 2023 |
| Principal Financial Group | PLAN ADMINISTRATOR | $4,310 | not reported in the loaded dataset | 2023 |