Plan5500

U. S. Engineering Company Holdings Employee Stock Ownership 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 Employee Stock Ownership Plan & Trust is a benefit plan reported by U.S. Engineering Company Holdings under EIN 46-0934113 and plan number 003. The latest loaded filing year is 2023. The filing reports 409 participants and $5,632,847 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
003
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
409
End-of-year plan assets
$5,632,847

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023409H, C20240725133938NAL0014162865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,632,847
Total liabilities (EOY)
$0
Net assets (EOY)
$5,632,847
Net assets (BOY)
$5,792,624

Income & contributions

Total contributions
$0
Total income / additions
$242,878

Expenses & distributions

Benefits paid
$375,997
Administrative expenses
$26,658
Total expenses
$402,655
Net increase / (decrease)
-$159,777

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Allen Gibbs & Houlik, LcNONE$17,850not reported in the loaded dataset2023
Fci AdvisorsINVESTMENT PROVIDER$5,808not reported in the loaded dataset2023

Related Form 5500 pages