Fuscoe Engineering, Inc. Employee Stock Ownership Plan — Form 5500 plan (Fuscoe Engineering, 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, Fuscoe Engineering, Inc. Employee Stock Ownership Plan is a benefit plan reported by Fuscoe Engineering, Inc. under EIN 33-0531135 and plan number 002. The latest loaded filing year is 2023. The filing reports 208 participants and $24,515,425 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.3MPlan net assets, end of year$2,346,919
Participants208Covered participants reported
Assets / participant$117.9KComputed: assets ÷ participants$117,863 (computed)
Provider compensationNone reported
Plan sponsor
Fuscoe Engineering, Inc.
EIN
33-0531135
Plan number
002
Plan type
2
Location
Irvine, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H20240813195732NAL0010965457001
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)$24.5M total assets
Net assets$2.3MLiabilities$22.2M
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.1M
Benefits paid / distributions$56.7K
Contributions
Employer$2.2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$24,515,425
Total liabilities (EOY)
$22,168,506
Net assets (EOY)
$2,346,919
Net assets (BOY)
-$691,737

Income & contributions

Employer contributions
$2,179,825
Total contributions
$2,179,825
Total income / additions
$4,110,278

Expenses & distributions

Benefits paid
$56,690
Administrative expenses
$120
Total expenses
$1,071,622
Net increase / (decrease)
$3,038,656
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.

Total expenses ÷ net assets46%Computed ratio
Benefits paid ÷ total income1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages