Lja Engineering, Inc. Employee Stock Ownership Plan — Form 5500 plan (Lja 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, Lja Engineering, Inc. Employee Stock Ownership Plan is a benefit plan reported by Lja Engineering, Inc. under EIN 76-0540328 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,778 participants and $396,562,096 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lja Engineering, Inc.
EIN
76-0540328
Plan number
003
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
1,778
End-of-year plan assets
$396,562,096

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,778H, C20241011215256NAL0045256306001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$396,562,096
Total liabilities (EOY)
$41,820,446
Net assets (EOY)
$354,741,650
Net assets (BOY)
$312,704,453

Income & contributions

Employer contributions
$19,500,000
Total contributions
$19,500,000
Total income / additions
$61,839,379

Expenses & distributions

Benefits paid
$17,836,167
Administrative expenses
$192,948
Total expenses
$19,802,182
Net increase / (decrease)
$42,037,197

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab BankNONE$136,403not reported in the loaded dataset2023
Transitions Finance StrategiesNA$56,545not reported in the loaded dataset2023

Related Form 5500 pages