Engeo Incorporated Employee Stock Ownership Plan — Form 5500 plan (Engeo Incorporated)
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, Engeo Incorporated Employee Stock Ownership Plan is a benefit plan reported by Engeo Incorporated under EIN 94-1748418 and plan number 003. The latest loaded filing year is 2023. The filing reports 276 participants and $68,124,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Engeo Incorporated
- EIN
- 94-1748418
- Plan number
- 003
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $68,124,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241015152405NAL0050162576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,124,000
- Total liabilities (EOY)
- $4,100
- Net assets (EOY)
- $68,119,900
- Net assets (BOY)
- $63,020,087
Income & contributions
- Employer contributions
- $5,100,000
- Total contributions
- $5,100,000
- Total income / additions
- $8,785,703
Expenses & distributions
- Benefits paid
- $3,640,464
- Administrative expenses
- $45,426
- Total expenses
- $3,685,890
- Net increase / (decrease)
- $5,099,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | BROKER | $41,326 | not reported in the loaded dataset | 2023 |