Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan — Form 5500 plan (Joe Daniels Construction Co., Inc.)
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, Joe Daniels Construction Co., Inc. Employee Stock Ownership Plan is a benefit plan reported by Joe Daniels Construction Co., Inc. under EIN 39-1187059 and plan number 003. The latest loaded filing year is 2023. The filing reports 101 participants and $9,642,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joe Daniels Construction Co., Inc.
- EIN
- 39-1187059
- Plan number
- 003
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 101 | I | 20240724104219NAL0007357203001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $9,642,769
- Net assets (EOY)
- $9,642,769
- Net assets (BOY)
- $8,479,216
Income & contributions
- Employer contributions
- $167,546
- Total income / additions
- $2,202,193
Expenses & distributions
- Benefits paid
- $1,037,990
- Total expenses
- $1,038,640
- Net increase / (decrease)
- $1,163,553
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.