2023 Form 5500 filing — Auld & White Constructors, LLC. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611135823NAL0028052465001) for Auld & White Constructors, LLC. 401(K) Profit Sharing Plan, reported by Auld & White Constructors, LLC under EIN 20-3774396 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.3MReported net assets$20,260,646
Participants140
Provider compensation$54.8K3 Schedule C row(s)$54,819
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240611135823NAL0028052465001
Plan sponsor
Auld & White Constructors, LLC
EIN
20-3774396
Plan number
001
Location
Jacksonville, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.3M total assets
Net assets$20.3MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$741.8K
Benefits paid / distributions$658K
Contributions
Employer$693.3K
Participant$1M
Full reported line items
Total assets (EOY)
$20,260,646
Total liabilities (EOY)
$0
Net assets (EOY)
$20,260,646
Employer contributions
$693,271
Participant contributions
$1,033,566
Total income / additions
$5,090,089
Benefits paid
$657,990
Administrative expenses
$54,819
Total expenses
$741,838
Net increase / (decrease)
$4,348,251
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $28.1K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $22.6K
  3. 3
    INVESTMENT MGMT · Direct $4.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240611135823NAL0028052465001 cover?
It is the 2023 Form 5500 filing for Auld & White Constructors, LLC. 401(K) Profit Sharing Plan, reported by Auld & White Constructors, LLC (EIN 20-3774396).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages