Plan5500

Whitaker Construction Co., Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Whitaker Construction Co., Inc. under EIN 87-0274152 and plan number 002. The latest loaded filing year is 2023. The filing reports 819 participants and $121,038,272 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
002
Plan type
2
Location
Brigham City, UT
Latest filing year
2023
Participants
819
End-of-year plan assets
$121,038,272

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023819H, C20240927105245NAL0002151873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$121,038,272
Total liabilities (EOY)
$40,249,602
Net assets (EOY)
$80,788,670
Net assets (BOY)
$54,970,762

Income & contributions

Employer contributions
$3,750,000
Total contributions
$3,750,000
Total income / additions
$29,085,621

Expenses & distributions

Benefits paid
$1,820,042
Administrative expenses
$74,951
Total expenses
$3,111,862
Net increase / (decrease)
$25,973,759

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PrincipalCONTRACT ADMINISTRATOR$41,668not reported in the loaded dataset2023
Gc Associates LawLEGAL$33,151not reported in the loaded dataset2023
Eide BaillyACCOUNTANT$5,250not reported in the loaded dataset2023

Related Form 5500 pages