Austin Industries Employee Stock Ownership Plan — Form 5500 plan (Austin Industries, 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, Austin Industries Employee Stock Ownership Plan is a benefit plan reported by Austin Industries, Inc. under EIN 75-1440225 and plan number 003. The latest loaded filing year is 2023. The filing reports 11,130 participants and $497,933,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Austin Industries, Inc.
- EIN
- 75-1440225
- Plan number
- 003
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 11,130
- End-of-year plan assets
- $497,933,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,130 | H, C | 20241015120215NAL0028306257004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $497,933,907
- Total liabilities (EOY)
- $6,843,740
- Net assets (EOY)
- $491,090,167
- Net assets (BOY)
- $420,014,164
Income & contributions
- Employer contributions
- $1,200,000
- Total contributions
- $24,129,440
- Total income / additions
- $111,178,467
Expenses & distributions
- Benefits paid
- $39,422,229
- Administrative expenses
- $680,235
- Total expenses
- $40,102,464
- Net increase / (decrease)
- $71,076,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transition Finance Strategies, LLC | NONE | $541,982 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $131,043 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell Llp | NONE | $7,210 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Austin Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Transition Finance Strategies, LLC — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation