2023 Form 5500 filing — Eki Environment & Water, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920200125NAL0014068912001) for Eki Environment & Water, Inc. Employee Stock Ownership Plan, reported by Eki Environment & Water, Inc. under EIN 94-3087395 and plan number 002. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920200125NAL0014068912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eki Environment & Water, Inc.
- EIN
- 94-3087395
- Plan number
- 002
- Location
- Daly City, CA
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,170,695
- Total liabilities (EOY)
- $10,035
- Net assets (EOY)
- $8,160,660
- Employer contributions
- $162,834
- Total income / additions
- $536,171
- Benefits paid
- $162,834
- Administrative expenses
- $47,400
- Total expenses
- $210,234
- Net increase / (decrease)
- $325,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Financial Strategies LLC | NONE | $21,439 | not reported in the loaded dataset |
| Prudent Fiduciary Services, LLC | NONE | $13,111 | not reported in the loaded dataset |
| Newport Valuations, Inc. | NONE | $12,850 | not reported in the loaded dataset |