Scs Engineers Employee Stock Ownership Plan — Form 5500 plan (Stearns, Conrad & Schmidt Consulting Engineers 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, Scs Engineers Employee Stock Ownership Plan is a benefit plan reported by Stearns, Conrad & Schmidt Consulting Engineers Inc under EIN 54-0913440 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,811 participants and $229,049,511 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stearns, Conrad & Schmidt Consulting Engineers Inc
EIN
54-0913440
Plan number
002
Plan type
2
Location
Long Beach, CA
Latest filing year
2023
Participants
1,811
End-of-year plan assets
$229,049,511

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,811H, C20241011153948NAL0023136113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$229,049,511
Total liabilities (EOY)
$7,786
Net assets (EOY)
$229,041,725
Net assets (BOY)
$210,903,016

Income & contributions

Employer contributions
$13,600,000
Total contributions
$13,600,000
Total income / additions
$32,256,650

Expenses & distributions

Benefits paid
$13,951,973
Administrative expenses
$165,968
Total expenses
$14,117,941
Net increase / (decrease)
$18,138,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
UbsINVESTMENT MANAGEMENT$164,227not reported in the loaded dataset2023

Related Form 5500 pages