2023 Form 5500 filing — Austin Industries 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 20241015120215NAL0028306257004) for Austin Industries Employee Stock Ownership Plan, reported by Austin Industries, Inc. under EIN 75-1440225 and plan number 003. It reports 11,130 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)$491.1MReported net assets$491,090,167
Participants11.1K11,130
Provider compensation$680.2K3 Schedule C row(s)$680,235
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015120215NAL0028306257004
- Plan sponsor
- Austin Industries, Inc.
- EIN
- 75-1440225
- Plan number
- 003
- Location
- Dallas, TX
- Received date
- not reported in the loaded dataset
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)$497.9M total assets
Net assets$491.1MLiabilities$6.8M
Full reported line items
- Total assets (EOY)
- $497,933,907
- Total liabilities (EOY)
- $6,843,740
- Net assets (EOY)
- $491,090,167
- Employer contributions
- $1,200,000
- Total income / additions
- $111,178,467
- Benefits paid
- $39,422,229
- Administrative expenses
- $680,235
- Total expenses
- $40,102,464
- Net increase / (decrease)
- $71,076,003
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transition Finance Strategies, LLC | NONE | $541,982 | not reported in the loaded dataset |
| State Street Bank & Trust Company | NONE | $131,043 | not reported in the loaded dataset |
| Weaver And Tidwell Llp | NONE | $7,210 | not reported in the loaded dataset |