Wilcox Employee Stock Ownership Plan — Form 5500 plan (Wilcox Construction Holdings 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, Wilcox Employee Stock Ownership Plan is a benefit plan reported by Wilcox Construction Holdings Inc. under EIN 87-3689100 and plan number 002. The latest loaded filing year is 2023. The filing reports 24 participants and $7,830,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilcox Construction Holdings Inc.
- EIN
- 87-3689100
- Plan number
- 002
- Plan type
- 2
- Location
- Edmonds, WA
- Latest filing year
- 2023
- Participants
- 24
- End-of-year plan assets
- $7,830,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24 | I | 20240805140829NAL0001378545001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,830,000
- Total liabilities (EOY)
- $36,517,471
- Net assets (EOY)
- -$28,687,471
- Net assets (BOY)
- -$31,220,609
Income & contributions
- Employer contributions
- $320,000
- Total income / additions
- $3,220,000
Expenses & distributions
- Total expenses
- $686,862
- Net increase / (decrease)
- $2,533,138
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.