2023 Form 5500 filing — Wilhelm Construction, Inc. 401(K) 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 20240911134348NAL0007096161001) for Wilhelm Construction, Inc. 401(K) Plan, reported by Wilhelm Construction, Inc. under EIN 35-2121830 and plan number 001. It reports 543 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)$33.3MReported net assets$33,297,456

Participants543

Provider compensation$63.2K2 Schedule C row(s)$63,161

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240911134348NAL0007096161001
Plan sponsor: Wilhelm Construction, Inc.
EIN: 35-2121830
Plan number: 001
Location: Indianapolis, IN
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)$33.3M total assets

Net assets$33.3MLiabilities$0

Money in vs. money out

Total income / additions$10.8M

Total expenses$4.3M

Benefits paid / distributions$4.3M

Contributions

Employer$1.2M

Participant$3.7M

Full reported line items

Total assets (EOY): $33,297,456
Total liabilities (EOY): $0
Net assets (EOY): $33,297,456
Employer contributions: $1,180,305
Participant contributions: $3,706,113
Total income / additions: $10,759,168
Benefits paid: $4,282,574
Administrative expenses: $63,161
Total expenses: $4,345,735
Net increase / (decrease): $6,413,433

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$39.2K
RECORDKEEPER · Direct $39.2K · Indirect $0
2
Shephard Financial Investment$24K
INVESTMENT ADVISOR · Direct $24K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911134348NAL0007096161001 cover?: It is the 2023 Form 5500 filing for Wilhelm Construction, Inc. 401(K) Plan, reported by Wilhelm Construction, Inc. (EIN 35-2121830).
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).