2023 Form 5500 filing — Adroit Construction Co., Inc. Profit Sharing And Savings 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 20241010155210NAL0036342384001) for Adroit Construction Co., Inc. Profit Sharing And Savings Plan, reported by Adroit Construction Co. Inc under EIN 93-0850549 and plan number 002. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010155210NAL0036342384001
Filing year
2023
Form type
2
Plan sponsor
Adroit Construction Co. Inc
EIN
93-0850549
Plan number
002
Location
Ashland, OR
Participants
142
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$12,360,492
Total liabilities (EOY)
$3,331
Net assets (EOY)
$12,357,161
Employer contributions
$753,955
Participant contributions
$582,617
Total income / additions
$2,866,453
Benefits paid
$468,233
Administrative expenses
$51,203
Total expenses
$530,056
Net increase / (decrease)
$2,336,397
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Harfst And AssociatesRIA$23,684not reported in the loaded dataset

Related Form 5500 pages