2023 Form 5500 filing — Sessa Sheet Metal Contractors, Inc. 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 20251113124613NAL0001322497001) for Sessa Sheet Metal Contractors, Inc. Employee Stock Ownership Plan, reported by Sessa Sheet Metal Contractors, Inc. under EIN 52-1194972 and plan number 002. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251113124613NAL0001322497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sessa Sheet Metal Contractors, Inc.
- EIN
- 52-1194972
- Plan number
- 002
- Location
- Baltimore, MD
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,451,336
- Total liabilities (EOY)
- $71,028
- Net assets (EOY)
- $6,380,308
- Employer contributions
- $300,000
- Total income / additions
- -$20,166
- Benefits paid
- $632,148
- Administrative expenses
- $70,426
- Total expenses
- $702,574
- Net increase / (decrease)
- -$722,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan | NONE | $22,262 | not reported in the loaded dataset |
| Frye & Company, Cpas | NONE | $11,500 | not reported in the loaded dataset |
| Transition Finance Strategies LLC | NONE | $11,300 | not reported in the loaded dataset |
| Esi | NONE | $10,600 | not reported in the loaded dataset |