Wohlsen Construction Company 401(K) Plan — Form 5500 plan (Wohlsen Construction Company)
Plain-English plan 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, Wohlsen Construction Company 401(K) Plan is a benefit plan reported by Wohlsen Construction Company under EIN 23-1542546 and plan number 002. The latest loaded filing year is 2023. The filing reports 437 participants and $36,619,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wohlsen Construction Company
- EIN
- 23-1542546
- Plan number
- 002
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 437
- End-of-year plan assets
- $36,619,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 437 | H, C | 20241014070154NAL0026738273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,619,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,619,198
- Net assets (BOY)
- $30,120,331
Income & contributions
- Employer contributions
- $755,019
- Participant contributions
- $2,542,708
- Total contributions
- $4,072,011
- Total income / additions
- $9,373,885
Expenses & distributions
- Benefits paid
- $2,739,422
- Administrative expenses
- $135,596
- Total expenses
- $2,875,018
- Net increase / (decrease)
- $6,498,867
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $135,516 | $0 | 2023 |
| Cornerstone Advisors Asset Mgmt | INVESTMENT ADVISORY | $0 | $79,330 | 2023 |