2023 Form 5500 filing — Warfel Construction Company 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 20240716112940NAL0001705827001) for Warfel Construction Company Profit Sharing Plan, reported by Warfel Construction Company under EIN 23-2808789 and plan number 002. It reports 281 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)$15.9MReported net assets$15,882,345
Participants281
Provider compensation$63.3K2 Schedule C row(s)$63,316
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240716112940NAL0001705827001
- Plan sponsor
- Warfel Construction Company
- EIN
- 23-2808789
- Plan number
- 002
- Location
- East Petersburg, PA
- Received date
- not reported in the loaded dataset
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)$15.9M total assets
Net assets$15.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,882,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,882,345
- Employer contributions
- $497,373
- Participant contributions
- $1,391,332
- Total income / additions
- $4,117,481
- Benefits paid
- $570,064
- Administrative expenses
- $63,316
- Total expenses
- $680,622
- Net increase / (decrease)
- $3,436,859
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America Advisors Inc | INVESTMENT ADVISOR | $39,195 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $24,121 | $0 |