Steger & Bizzell Engineering 401(K) Plan — Form 5500 plan (Steger & Bizzell 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, Steger & Bizzell Engineering 401(K) Plan is a benefit plan reported by Steger & Bizzell Engineering, Inc. under EIN 74-2559855 and plan number 001. The latest loaded filing year is 2023. The filing reports 61 participants and $7,950,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steger & Bizzell Engineering, Inc.
- EIN
- 74-2559855
- Plan number
- 001
- Plan type
- 2
- Location
- Georgetown, TX
- Latest filing year
- 2023
- Participants
- 61
- End-of-year plan assets
- $7,950,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 61 | I | 20240711100148NAL0024674384001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,950,717
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,950,717
- Net assets (BOY)
- $6,852,504
Income & contributions
- Employer contributions
- $178,780
- Participant contributions
- $364,049
- Total income / additions
- $1,997,523
Expenses & distributions
- Benefits paid
- $898,712
- Administrative expenses
- $100
- Total expenses
- $899,310
- Net increase / (decrease)
- $1,098,213
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.