Oftedal Construction, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Oftedal Construction, Inc. (EIN 81-0307943) is a plan sponsor located in Miles City, MT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-0307943
Location
Miles City, MT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$49,491,444
Total reported liabilities (EOY)
$350
Total reported net assets (EOY)
$49,491,094

Contributions & income

Employer contributions
$2,153,422
Participant contributions
$839,272
Total income / additions
$10,834,128

Expenses & distributions

Benefits paid / distributions
$3,657,311
Total expenses
$3,692,772
Net increase / (decrease)
$7,141,356

Coverage

Total reported participants
486
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Oftedal Construction, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Oftedal Construction, Inc. Employee Stock Ownership Plan004254$38,503,3632023
Oftedal Construction, Inc. 401(K) Profit Sharing Plan003232$10,988,0812023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Oftedal Construction, Inc.
YearPlanParticipantsSchedulesFiling
2023Oftedal Construction, Inc. 401(K) Profit Sharing Plan232H, C20250926085838NAL0011601347001
2023Oftedal Construction, Inc. Employee Stock Ownership Plan254H20250926111756NAL0010073248001

Related Form 5500 pages