2023 Form 5500 filing — Wohlsen Construction Company Employee Stock Ownership 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 20241015101932NAL0029233521001) for Wohlsen Construction Company Employee Stock Ownership Plan, reported by Wohlsen Construction Company under EIN 23-1542546 and plan number 005. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101932NAL0029233521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wohlsen Construction Company
- EIN
- 23-1542546
- Plan number
- 005
- Location
- Lancaster, PA
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,526,945
- Total liabilities (EOY)
- $19,002,307
- Net assets (EOY)
- $2,524,638
- Employer contributions
- $1,680,175
- Total income / additions
- -$9,098,822
- Benefits paid
- $2,008,823
- Administrative expenses
- $109,739
- Total expenses
- $2,294,518
- Net increase / (decrease)
- -$11,393,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Irs | OTHER SERVICES | $45,000 | not reported in the loaded dataset |
| Principal | RECORDKEEPER/BOOKKEEPER | $35,843 | not reported in the loaded dataset |
| Cornerstone | CONSULTANT | $15,000 | not reported in the loaded dataset |
| Value Mgt | VALUATION SERVICES | $12,218 | not reported in the loaded dataset |
| Hdh | VALUATION SERVICES | $7,500 | not reported in the loaded dataset |