2023 Form 5500 filing — Whitaker Construction Co. , Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010130334NAL0021009857001) for Whitaker Construction Co. , Inc. 401(K) Plan, reported by Whitaker Construction Co., Inc. under EIN 87-0274152 and plan number 001. It reports 903 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010130334NAL0021009857001
Filing year
2023
Form type
2
Plan sponsor
Whitaker Construction Co., Inc.
EIN
87-0274152
Plan number
001
Location
Brigham City, UT
Participants
903
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$29,261,188
Total liabilities (EOY)
$0
Net assets (EOY)
$29,261,188
Employer contributions
$1,259,888
Participant contributions
$3,391,288
Total income / additions
$10,062,959
Benefits paid
$1,416,126
Administrative expenses
$30,444
Total expenses
$1,465,666
Net increase / (decrease)
$8,597,293
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Minnesota Life Insurance CompanyNONE$30,444$0

Related Form 5500 pages