Bill Whitters Construction, Inc. 401(K) Plan — Form 5500 plan (Bill Whitters Construction, 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, Bill Whitters Construction, Inc. 401(K) Plan is a benefit plan reported by Bill Whitters Construction, Inc. under EIN 42-1360644 and plan number 001. The latest loaded filing year is 2023. The filing reports 222 participants and $6,098,433 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bill Whitters Construction, Inc.
EIN
42-1360644
Plan number
001
Plan type
2
Location
Solon, IA
Latest filing year
2023
Participants
222
End-of-year plan assets
$6,098,433

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023222H, C20250714134634NAL0001806208001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,098,433
Total liabilities (EOY)
$26,419
Net assets (EOY)
$6,072,014
Net assets (BOY)
$4,650,353

Income & contributions

Employer contributions
$117,265
Participant contributions
$489,109
Total contributions
$888,349
Total income / additions
$1,956,479

Expenses & distributions

Benefits paid
$486,595
Administrative expenses
$48,223
Total expenses
$534,818
Net increase / (decrease)
$1,421,661

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$33,618not reported in the loaded dataset2023
Lpl Holdings IncNONE$14,605not reported in the loaded dataset2023

Related Form 5500 pages