2023 Form 5500 filing — Oftedal Construction, Inc. 401(K) Profit Sharing 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 20250926085838NAL0011601347001) for Oftedal Construction, Inc. 401(K) Profit Sharing Plan, reported by Oftedal Construction, Inc. under EIN 81-0307943 and plan number 003. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250926085838NAL0011601347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oftedal Construction, Inc.
- EIN
- 81-0307943
- Plan number
- 003
- Location
- Miles City, MT
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,988,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,988,081
- Employer contributions
- $133,422
- Participant contributions
- $839,272
- Total income / additions
- $2,510,808
- Benefits paid
- $1,879,866
- Administrative expenses
- $30,219
- Total expenses
- $1,914,977
- Net increase / (decrease)
- $595,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $30,219 | $0 |
| First Interstate Bank Of Commerce | INVESTMENT ADVISORY | $0 | $19,376 |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $6,225 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |