Sessa Sheet Metal Contractors, Inc. Employee Stock Ownership Plan — Form 5500 plan (Sessa Sheet Metal Contractors, 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, Sessa Sheet Metal Contractors, Inc. Employee Stock Ownership Plan is a benefit plan reported by Sessa Sheet Metal Contractors, Inc. under EIN 52-1194972 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $6,451,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sessa Sheet Metal Contractors, Inc.
- EIN
- 52-1194972
- Plan number
- 002
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $6,451,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20251113124613NAL0001322497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,451,336
- Total liabilities (EOY)
- $71,028
- Net assets (EOY)
- $6,380,308
- Net assets (BOY)
- $7,103,048
Income & contributions
- Employer contributions
- $300,000
- Total contributions
- $300,000
- Total income / additions
- -$20,166
Expenses & distributions
- Benefits paid
- $632,148
- Administrative expenses
- $70,426
- Total expenses
- $702,574
- Net increase / (decrease)
- -$722,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Futureplan | NONE | $22,262 | not reported in the loaded dataset | 2023 |
| Frye & Company, Cpas | NONE | $11,500 | not reported in the loaded dataset | 2023 |
| Transition Finance Strategies LLC | NONE | $11,300 | not reported in the loaded dataset | 2023 |
| Esi | NONE | $10,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sessa Sheet Metal Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Futureplan — Schedule C compensation
- Frye & Company, Cpas — Schedule C compensation
- Transition Finance Strategies LLC — Schedule C compensation
- Esi — Schedule C compensation