2023 Form 5500 filing — Engeo Incorporated 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 20241015152405NAL0050162576001) for Engeo Incorporated Employee Stock Ownership Plan, reported by Engeo Incorporated under EIN 94-1748418 and plan number 003. It reports 276 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)$68.1MReported net assets$68,119,900
Participants276
Provider compensation$41.3K1 Schedule C row(s)$41,326
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015152405NAL0050162576001
- Plan sponsor
- Engeo Incorporated
- EIN
- 94-1748418
- Plan number
- 003
- Location
- San Ramon, CA
- 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)$68.1M total assets
Net assets$68.1MLiabilities$4.1K
Full reported line items
- Total assets (EOY)
- $68,124,000
- Total liabilities (EOY)
- $4,100
- Net assets (EOY)
- $68,119,900
- Employer contributions
- $5,100,000
- Total income / additions
- $8,785,703
- Benefits paid
- $3,640,464
- Administrative expenses
- $45,426
- Total expenses
- $3,685,890
- Net increase / (decrease)
- $5,099,813
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | BROKER | $41,326 | not reported in the loaded dataset |