Structural Integrity Associates Employee Stock Ownership Plan — Form 5500 plan (Si Holding Company)
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, Structural Integrity Associates Employee Stock Ownership Plan is a benefit plan reported by Si Holding Company under EIN 81-3171772 and plan number 005. The latest loaded filing year is 2023. The filing reports 373 participants and $13,682,417 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Si Holding Company
- EIN
- 81-3171772
- Plan number
- 005
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $13,682,417
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20241014181834NAL0015406915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,682,417
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,682,417
- Net assets (BOY)
- $37,633,762
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $9,237,912
Expenses & distributions
- Benefits paid
- $32,999,149
- Administrative expenses
- $190,108
- Total expenses
- $33,189,257
- Net increase / (decrease)
- -$23,951,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Ridge Esop Associates | RECORDKEEPER | $59,848 | not reported in the loaded dataset | 2023 |
| David Stager | TRUSTEE | $57,375 | not reported in the loaded dataset | 2023 |
| Employee Benefits Law Group | LEGAL | $55,731 | not reported in the loaded dataset | 2023 |
| Campbell Taylor Washburn | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Si Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Blue Ridge Esop Associates — Schedule C compensation
- David Stager — Schedule C compensation
- Employee Benefits Law Group — Schedule C compensation
- Campbell Taylor Washburn — Schedule C compensation