Whitaker Construction Co. , Inc. 401(K) Plan — Form 5500 plan (Whitaker 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, Whitaker Construction Co. , Inc. 401(K) Plan is a benefit plan reported by Whitaker Construction Co., Inc. under EIN 87-0274152 and plan number 001. The latest loaded filing year is 2023. The filing reports 903 participants and $29,261,188 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Whitaker Construction Co., Inc.
EIN
87-0274152
Plan number
001
Plan type
2
Location
Brigham City, UT
Latest filing year
2023
Participants
903
End-of-year plan assets
$29,261,188

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023903H, C20241010130334NAL0021009857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,261,188
Total liabilities (EOY)
$0
Net assets (EOY)
$29,261,188
Net assets (BOY)
$20,227,878

Income & contributions

Employer contributions
$1,259,888
Participant contributions
$3,391,288
Total contributions
$5,746,618
Total income / additions
$10,062,959

Expenses & distributions

Benefits paid
$1,416,126
Administrative expenses
$30,444
Total expenses
$1,465,666
Net increase / (decrease)
$8,597,293

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$30,444$02023

Related Form 5500 pages