Plan5500

The Chazen Companies Employee Stock Ownership Plan — Form 5500 plan (Chazen Engineering,Land Surveying,Landscape Architecture&Geology Co Dp)

Plain-English plan 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, The Chazen Companies Employee Stock Ownership Plan is a benefit plan reported by Chazen Engineering,Land Surveying,Landscape Architecture&Geology Co Dp under EIN 14-1681699 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $76,388 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chazen Engineering,Land Surveying,Landscape Architecture&Geology Co Dp
EIN
14-1681699
Plan number
002
Plan type
2
Location
Poughkeepsie, NY
Latest filing year
2023
Participants
161
End-of-year plan assets
$76,388

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241009162449NAL0009401011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,388
Total liabilities (EOY)
$0
Net assets (EOY)
$76,388
Net assets (BOY)
$101,557

Income & contributions

Total contributions
$0
Total income / additions
$162

Expenses & distributions

Benefits paid
$0
Administrative expenses
$25,331
Total expenses
$25,331
Net increase / (decrease)
-$25,169

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transition Finance Strategies, LLCTPA$16,831not reported in the loaded dataset2023
Rbt Cpas, LlpAUDITOR$8,500not reported in the loaded dataset2023

Related Form 5500 pages