Wadsworth Brothers Construction Company, Inc. Profit Sharing Plan — Form 5500 plan (Wadsworth Brothers Construction Company, 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, Wadsworth Brothers Construction Company, Inc. Profit Sharing Plan is a benefit plan reported by Wadsworth Brothers Construction Company, Inc. under EIN 87-0484162 and plan number 003. The latest loaded filing year is 2023. The filing reports 661 participants and $20,857,053 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wadsworth Brothers Construction Company, Inc.
EIN
87-0484162
Plan number
003
Plan type
2
Location
Draper, UT
Latest filing year
2023
Participants
661
End-of-year plan assets
$20,857,053

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023661H, C20241010163017NAL0011733075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,857,053
Total liabilities (EOY)
$0
Net assets (EOY)
$20,857,053
Net assets (BOY)
$17,598,282

Income & contributions

Employer contributions
$2,630,671
Total contributions
$2,706,559
Total income / additions
$5,555,375

Expenses & distributions

Benefits paid
$2,329,645
Administrative expenses
-$33,041
Total expenses
$2,296,604
Net increase / (decrease)
$3,258,771

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyFINANCIAL ADVISOR$0$33,8772023
Fidelity Investments InstitutionalRECORDKEEPER$33,041$02023

Related Form 5500 pages