U. S. Engineering Company Holdings 401(K) Profit Sharing Plan & Trust — Form 5500 plan (U.S. Engineering Company Holdings)

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, U. S. Engineering Company Holdings 401(K) Profit Sharing Plan & Trust is a benefit plan reported by U.S. Engineering Company Holdings under EIN 46-0934113 and plan number 002. The latest loaded filing year is 2023. The filing reports 443 participants and $44,291,097 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U.S. Engineering Company Holdings
EIN
46-0934113
Plan number
002
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
443
End-of-year plan assets
$44,291,097

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023443H, C20240725125602NAL0008230931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,291,097
Total liabilities (EOY)
$0
Net assets (EOY)
$44,291,097
Net assets (BOY)
$38,462,108

Income & contributions

Employer contributions
$1,462,383
Participant contributions
$2,855,966
Total contributions
$4,384,748
Total income / additions
$11,356,443

Expenses & distributions

Benefits paid
$5,427,485
Administrative expenses
$99,969
Total expenses
$5,527,454
Net increase / (decrease)
$5,828,989

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Trust CompanyTRUSTEE$51,060not reported in the loaded dataset2023
Allen Gibbs & HoulikRECORDKEEPER$30,214not reported in the loaded dataset2023
Fci AdvisorsINVESTMENT PROVIDER$18,327not reported in the loaded dataset2023

Related Form 5500 pages