2023 Form 5500 filing — Whitaker Construction Co., Inc. 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 20240927105245NAL0002151873001) for Whitaker Construction Co., Inc. Employee Stock Ownership Plan, reported by Whitaker Construction Co., Inc. under EIN 87-0274152 and plan number 002. It reports 819 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)$80.8MReported net assets$80,788,670
Participants819
Provider compensation$80.1K3 Schedule C row(s)$80,069
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927105245NAL0002151873001
- Plan sponsor
- Whitaker Construction Co., Inc.
- EIN
- 87-0274152
- Plan number
- 002
- Location
- Brigham City, UT
- 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)$121M total assets
Net assets$80.8MLiabilities$40.2M
Full reported line items
- Total assets (EOY)
- $121,038,272
- Total liabilities (EOY)
- $40,249,602
- Net assets (EOY)
- $80,788,670
- Employer contributions
- $3,750,000
- Total income / additions
- $29,085,621
- Benefits paid
- $1,820,042
- Administrative expenses
- $74,951
- Total expenses
- $3,111,862
- Net increase / (decrease)
- $25,973,759
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal | CONTRACT ADMINISTRATOR | $41,668 | not reported in the loaded dataset |
| Gc Associates Law | LEGAL | $33,151 | not reported in the loaded dataset |
| Eide Bailly | ACCOUNTANT | $5,250 | not reported in the loaded dataset |