2023 Form 5500 filing — Engineering Partners Inc 401(K) Profit Sharing Plan & Trust

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 20241010141442NAL0021195521001) for Engineering Partners Inc 401(K) Profit Sharing Plan & Trust, reported by Engineering Partners Inc under EIN 33-0168450 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.3MReported net assets$9,258,007
Participants168
Provider compensation$22.8K2 Schedule C row(s)$22,806
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010141442NAL0021195521001
Plan sponsor
Engineering Partners Inc
EIN
33-0168450
Plan number
001
Location
San Diego, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.3M total assets
Net assets$9.3MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$728.3K
Benefits paid / distributions$703.6K
Contributions
Employer$287.7K
Participant$794K
Full reported line items
Total assets (EOY)
$9,258,007
Total liabilities (EOY)
$0
Net assets (EOY)
$9,258,007
Employer contributions
$287,662
Participant contributions
$793,971
Total income / additions
$2,490,763
Benefits paid
$703,577
Administrative expenses
$24,730
Total expenses
$728,307
Net increase / (decrease)
$1,762,456
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $12K
  2. 2
    ADVISOR · Direct $10.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010141442NAL0021195521001 cover?
It is the 2023 Form 5500 filing for Engineering Partners Inc 401(K) Profit Sharing Plan & Trust, reported by Engineering Partners Inc (EIN 33-0168450).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages