Whitaker Construction Co., 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, Whitaker Construction Co., Inc. (EIN 87-0274152) is a plan sponsor located in Brigham City, UT 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
87-0274152
Location
Brigham City, UT
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$150,299,460
Total reported liabilities (EOY)
$40,249,602
Total reported net assets (EOY)
$110,049,858

Contributions & income

Employer contributions
$5,009,888
Participant contributions
$3,391,288
Total income / additions
$39,148,580

Expenses & distributions

Benefits paid / distributions
$3,236,168
Total expenses
$4,577,528
Net increase / (decrease)
$34,571,052

Coverage

Total reported participants
2,613
Plans with financial statements
2
Plans with provider compensation
3

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

Whitaker Construction Co., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Whitaker Construction Co., Inc. Employee Stock Ownership Plan002819$121,038,2722023
Whitaker Construction Co. , Inc. 401(K) Plan001903$29,261,1882023
Whitaker Construction Company, Inc. Cafeteria Plan501891not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Whitaker Construction Co., Inc.
YearPlanParticipantsSchedulesFiling
2023Whitaker Construction Co., Inc. Employee Stock Ownership Plan819H, C20240927105245NAL0002151873001
2023Whitaker Construction Co. , Inc. 401(K) Plan903H, C20241010130334NAL0021009857001
2023Whitaker Construction Company, Inc. Cafeteria Plan891C20250108194027NAL0023093826001

Related Form 5500 pages