Stahly Engineering & Associates Employee Stock Ownership Plan & Trust — Form 5500 plan (Stahly Engineering & Associates, 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, Stahly Engineering & Associates Employee Stock Ownership Plan & Trust is a benefit plan reported by Stahly Engineering & Associates, Inc. under EIN 81-0307441 and plan number 002. The latest loaded filing year is 2023. The filing reports 48 participants and $10,102,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stahly Engineering & Associates, Inc.
- EIN
- 81-0307441
- Plan number
- 002
- Plan type
- 2
- Location
- Helena, MT
- Latest filing year
- 2023
- Participants
- 48
- End-of-year plan assets
- $10,102,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48 | I | 20240911145727NAL0007208049001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,102,869
- Total liabilities (EOY)
- $3,652,283
- Net assets (EOY)
- $6,450,586
- Net assets (BOY)
- $2,777,634
Income & contributions
- Employer contributions
- $277,228
- Total income / additions
- $3,761,078
Expenses & distributions
- Benefits paid
- $4,389
- Total expenses
- $88,126
- Net increase / (decrease)
- $3,672,952
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.