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, Energy Engineering Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Energy Engineering Associates, Inc. under EIN 74-1904410 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $20,496,304 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,496,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,496,304
- Net assets (BOY)
- $17,355,603
Income & contributions
- Employer contributions
- $1,941,939
- Total contributions
- $1,941,939
- Total income / additions
- $3,999,346
Expenses & distributions
- Benefits paid
- $812,812
- Administrative expenses
- $45,833
- Total expenses
- $858,645
- Net increase / (decrease)
- $3,140,701