Plan5500

Engineering Partners Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Engineering Partners Inc)

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, Engineering Partners Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Engineering Partners Inc under EIN 33-0168450 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $9,258,007 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.3MPlan net assets, end of year$9,258,007
Participants168Covered participants reported
Assets / participant$55.1KComputed: assets ÷ participants$55,107 (computed)
Provider compensation$22.8K2 Schedule C provider row(s)$22,806
Plan sponsor
Engineering Partners Inc
EIN
33-0168450
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    168 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.3M total assets
Net assets$9.3MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$728.3K
Benefits paid / distributions$703.6K
Contributions
Employer$287.7K
Participant$794K
Full reported line items

Net assets

Total assets (EOY)
$9,258,007
Total liabilities (EOY)
$0
Net assets (EOY)
$9,258,007
Net assets (BOY)
$7,495,551

Income & contributions

Employer contributions
$287,662
Participant contributions
$793,971
Total contributions
$1,185,635
Total income / additions
$2,490,763

Expenses & distributions

Benefits paid
$703,577
Administrative expenses
$24,730
Total expenses
$728,307
Net increase / (decrease)
$1,762,456
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Paychex, Inc.$12K
    RECORDKEEPER · Direct $12K
  2. 2
    Lifesteps Financial Inc$10.8K
    ADVISOR · Direct $10.8K

What to inspect next

Frequently asked questions

Who sponsors the Engineering Partners Inc 401(K) Profit Sharing Plan & Trust?
Engineering Partners Inc 401(K) Profit Sharing Plan & Trust is reported as sponsored by Engineering Partners Inc (EIN 33-0168450, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Engineering Partners Inc 401(K) Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for Engineering Partners Inc 401(K) Profit Sharing Plan & Trust is 2023.
How many participants does Engineering Partners Inc 401(K) Profit Sharing Plan & Trust report?
Engineering Partners Inc 401(K) Profit Sharing Plan & Trust reports 168 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Engineering Partners Inc 401(K) Profit Sharing Plan & Trust?
Engineering Partners Inc 401(K) Profit Sharing Plan & Trust reports $9,258,007 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages