2023 Form 5500 filing — J.L. Rogers & Callcott Engineers, Inc. Leveraged 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 20250904133054NAL0033779906001) for J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan, reported by J.L. Rogers & Callcott Engineers, Inc. under EIN 57-0621794 and plan number 002. It reports 92 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.1MReported net assets$3,127,282
Participants92
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250904133054NAL0033779906001
Plan sponsor
J.L. Rogers & Callcott Engineers, Inc.
EIN
57-0621794
Plan number
002
Location
Greenville, SC
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.1M total assets
Net assets$3.1MLiabilities
Money in vs. money out
Total income / additions-$50.3K
Total expenses$50.7K
Benefits paid / distributions$29.6K
Full reported line items
Total assets (EOY)
$3,127,282
Net assets (EOY)
$3,127,282
Total income / additions
-$50,260
Benefits paid
$29,557
Administrative expenses
$21,116
Total expenses
$50,673
Net increase / (decrease)
-$100,933

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250904133054NAL0033779906001 cover?
It is the 2023 Form 5500 filing for J.L. Rogers & Callcott Engineers, Inc. Leveraged Employee Stock Ownership Plan, reported by J.L. Rogers & Callcott Engineers, Inc. (EIN 57-0621794).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages