Adroit Construction Co., Inc. Profit Sharing And Savings Plan — Form 5500 plan (Adroit 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, Adroit Construction Co., Inc. Profit Sharing And Savings Plan is a benefit plan reported by Adroit Construction Co. Inc under EIN 93-0850549 and plan number 002. The latest loaded filing year is 2023. The filing reports 142 participants and $12,360,492 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adroit Construction Co. Inc
EIN
93-0850549
Plan number
002
Plan type
2
Location
Ashland, OR
Latest filing year
2023
Participants
142
End-of-year plan assets
$12,360,492

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20241010155210NAL0036342384001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,360,492
Total liabilities (EOY)
$3,331
Net assets (EOY)
$12,357,161
Net assets (BOY)
$10,020,764

Income & contributions

Employer contributions
$753,955
Participant contributions
$582,617
Total contributions
$1,336,572
Total income / additions
$2,866,453

Expenses & distributions

Benefits paid
$468,233
Administrative expenses
$51,203
Total expenses
$530,056
Net increase / (decrease)
$2,336,397

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Harfst And AssociatesRIA$23,684not reported in the loaded dataset2023

Related Form 5500 pages