Engeo Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 94-1748418) is a plan sponsor located in San Ramon, CA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-1748418
Location
San Ramon, CA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$135,666,143
Total reported liabilities (EOY)
$4,100
Total reported net assets (EOY)
$135,662,043

Contributions & income

Employer contributions
$5,491,985
Participant contributions
$3,370,938
Total income / additions
$24,159,434

Expenses & distributions

Benefits paid / distributions
$9,361,388
Total expenses
$9,461,104
Net increase / (decrease)
$14,698,330

Coverage

Total reported participants
879
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Engeo Incorporated plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Engeo Incorporated Employee Stock Ownership Plan003276$68,124,0002023
Engeo Incorporated 401(K) Plan002366$67,542,1432023
Engeo Incorporated Health & Welfare Plan501237not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Engeo Incorporated
YearPlanParticipantsSchedulesFiling
2023Engeo Incorporated Health & Welfare Plan23720240717222651NAL0005245121001
2023Engeo Incorporated Employee Stock Ownership Plan276H, C20241015152405NAL0050162576001
2023Engeo Incorporated 401(K) Plan366H, C20241015194039NAL0049573072001

Related Form 5500 pages