Shebester-Bechtel, Inc. Employee Stock Ownership Plan — Form 5500 plan (Shebester-Bechtel, 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, Shebester-Bechtel, Inc. Employee Stock Ownership Plan is a benefit plan reported by Shebester-Bechtel, Inc. under EIN 73-0977376 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $23,072,928 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shebester-Bechtel, Inc.
EIN
73-0977376
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
204
End-of-year plan assets
$23,072,928

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241015091800NAL0016045379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,072,928
Total liabilities (EOY)
$0
Net assets (EOY)
$23,072,928
Net assets (BOY)
$25,379,258

Income & contributions

Employer contributions
$21,011
Participant contributions
$140,737
Total contributions
$965,143
Total income / additions
$263,501

Expenses & distributions

Benefits paid
$2,532,533
Administrative expenses
$32,738
Total expenses
$2,569,831
Net increase / (decrease)
-$2,306,330

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$18,052$02023
World Investment Advisors, LLCNONE$14,596$712023

Related Form 5500 pages