Aztalan Engineering Employee Stock Ownership Plan — Form 5500 plan (Aztalan 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, Aztalan Engineering Employee Stock Ownership Plan is a benefit plan reported by Aztalan Engineering, Inc. under EIN 39-1306719 and plan number 002. The latest loaded filing year is 2023. The filing reports 102 participants and $613,987 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$1.6MPlan net assets, end of year-$1,551,115
Participants102Covered participants reported
Assets / participant$6KComputed: assets ÷ participants$6,019 (computed)
Provider compensationNone reported
Plan sponsor
Aztalan Engineering, Inc.
EIN
39-1306719
Plan number
002
Plan type
2
Location
Lake Mills, WI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    102 participants · 2Sch I
    View filing →
Schedule I · 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)$614K total assets
Net assets-$1.6MLiabilities$2.2M
Money in vs. money out
Total income / additions-$5.4M
Total expenses$415.4K
Benefits paid / distributions$312K
Contributions
Employer$380.1K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$613,987
Total liabilities (EOY)
$2,165,102
Net assets (EOY)
-$1,551,115
Net assets (BOY)
$4,292,472

Income & contributions

Employer contributions
$380,104
Total income / additions
-$5,428,210

Expenses & distributions

Benefits paid
$311,962
Total expenses
$415,377
Net increase / (decrease)
-$5,843,587
Schedule C

Service provider compensation

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

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

Related Form 5500 pages