Eki Environment & Water, Inc. Employee Stock Ownership Plan — Form 5500 plan (Eki Environment & Water, 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, Eki Environment & Water, Inc. Employee Stock Ownership Plan is a benefit plan reported by Eki Environment & Water, Inc. under EIN 94-3087395 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $8,170,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eki Environment & Water, Inc.
- EIN
- 94-3087395
- Plan number
- 002
- Plan type
- 2
- Location
- Daly City, CA
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $8,170,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20240920200125NAL0014068912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,170,695
- Total liabilities (EOY)
- $10,035
- Net assets (EOY)
- $8,160,660
- Net assets (BOY)
- $7,834,723
Income & contributions
- Employer contributions
- $162,834
- Total contributions
- $162,834
- Total income / additions
- $536,171
Expenses & distributions
- Benefits paid
- $162,834
- Administrative expenses
- $47,400
- Total expenses
- $210,234
- Net increase / (decrease)
- $325,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transition Financial Strategies LLC | NONE | $21,439 | not reported in the loaded dataset | 2023 |
| Prudent Fiduciary Services, LLC | NONE | $13,111 | not reported in the loaded dataset | 2023 |
| Newport Valuations, Inc. | NONE | $12,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eki Environment & Water, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Daly City, CA
- Transition Financial Strategies LLC — Schedule C compensation
- Prudent Fiduciary Services, LLC — Schedule C compensation
- Newport Valuations, Inc. — Schedule C compensation