2023 Form 5500 filing — Structural Integrity Associates 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 20241014181834NAL0015406915001) for Structural Integrity Associates Employee Stock Ownership Plan, reported by Si Holding Company under EIN 81-3171772 and plan number 005. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014181834NAL0015406915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Si Holding Company
- EIN
- 81-3171772
- Plan number
- 005
- Location
- San Jose, CA
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,682,417
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,682,417
- Employer contributions
- $0
- Total income / additions
- $9,237,912
- Benefits paid
- $32,999,149
- Administrative expenses
- $190,108
- Total expenses
- $33,189,257
- Net increase / (decrease)
- -$23,951,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Ridge Esop Associates | RECORDKEEPER | $59,848 | not reported in the loaded dataset |
| David Stager | TRUSTEE | $57,375 | not reported in the loaded dataset |
| Employee Benefits Law Group | LEGAL | $55,731 | not reported in the loaded dataset |
| Campbell Taylor Washburn | AUDITOR | $15,000 | not reported in the loaded dataset |