Scj Alliance Consulting Services Employee Stock Ownership Plan And Trust — Form 5500 plan (Shea Carr & Jewell Inc Dba Scj Alliance)
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, Scj Alliance Consulting Services Employee Stock Ownership Plan And Trust is a benefit plan reported by Shea Carr & Jewell Inc Dba Scj Alliance under EIN 20-4834444 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $3,276,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shea Carr & Jewell Inc Dba Scj Alliance
- EIN
- 20-4834444
- Plan number
- 002
- Plan type
- 2
- Location
- Lacey, WA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $3,276,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H | 20241002132824NAL0008825057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,276,000
- Total liabilities (EOY)
- $2,057,453
- Net assets (EOY)
- $1,218,547
- Net assets (BOY)
- $762,615
Income & contributions
- Employer contributions
- $206,004
- Total contributions
- $206,004
- Total income / additions
- $549,517
Expenses & distributions
- Benefits paid
- $44,645
- Administrative expenses
- $313
- Total expenses
- $93,585
- Net increase / (decrease)
- $455,932
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.