Who sponsors the Engeo Incorporated Employee Stock Ownership Plan?

Engeo Incorporated Employee Stock Ownership Plan is reported as sponsored by Engeo Incorporated (EIN 94-1748418, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Engeo Incorporated Employee Stock Ownership Plan?

The latest Form 5500 filing year loaded for Engeo Incorporated Employee Stock Ownership Plan is 2023.

How many participants does Engeo Incorporated Employee Stock Ownership Plan report?

Engeo Incorporated Employee Stock Ownership Plan reports 276 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Engeo Incorporated Employee Stock Ownership Plan?

Engeo Incorporated Employee Stock Ownership Plan reports $68,124,000 in end-of-year plan assets in its latest loaded Form 5500 filing.

Engeo Incorporated Employee Stock Ownership Plan — Form 5500 plan (Engeo Incorporated)

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, Engeo Incorporated Employee Stock Ownership Plan is a benefit plan reported by Engeo Incorporated under EIN 94-1748418 and plan number 003. The latest loaded filing year is 2023. The filing reports 276 participants and $68,124,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$68.1MPlan net assets, end of year$68,119,900

Participants276Covered participants reported

Assets / participant$246.8KComputed: assets ÷ participants$246,826 (computed)

Provider compensation$41.3K1 Schedule C provider row(s)$41,326

Plan sponsor: Engeo Incorporated
EIN: 94-1748418
Plan number: 003
Plan type: 2
Location: San Ramon, CA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	276	H, C	20241015152405NAL0050162576001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$68.1M total assets

Net assets$68.1MLiabilities$4.1K

Money in vs. money out

Total income / additions$8.8M

Total expenses$3.7M

Benefits paid / distributions$3.6M

Contributions

Employer$5.1M

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $68,124,000
Total liabilities (EOY): $4,100
Net assets (EOY): $68,119,900
Net assets (BOY): $63,020,087

Income & contributions

Employer contributions: $5,100,000
Total contributions: $5,100,000
Total income / additions: $8,785,703

Expenses & distributions

Benefits paid: $3,640,464
Administrative expenses: $45,426
Total expenses: $3,685,890
Net increase / (decrease): $5,099,813

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Capfinancial Partners LLC	BROKER	$41,326	not reported in the loaded dataset	2023