2023 Form 5500 filing — Wilcox Employee Stock Ownership 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 20240805140829NAL0001378545001) for Wilcox Employee Stock Ownership Plan, reported by Wilcox Construction Holdings Inc. under EIN 87-3689100 and plan number 002. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240805140829NAL0001378545001
Filing year
2023
Form type
2
Plan sponsor
Wilcox Construction Holdings Inc.
EIN
87-3689100
Plan number
002
Location
Edmonds, WA
Participants
24
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,830,000
Total liabilities (EOY)
$36,517,471
Net assets (EOY)
-$28,687,471
Employer contributions
$320,000
Total income / additions
$3,220,000
Total expenses
$686,862
Net increase / (decrease)
$2,533,138
Schedule source
Schedule I

Related Form 5500 pages