2023 Form 5500 filing — Codell Construction Company 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 20240927145307NAL0001134387001) for Codell Construction Company 401(K) Plan, reported by Codell Construction Company under EIN 61-0160150 and plan number 001. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,616,597
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240927145307NAL0001134387001
Plan sponsor
Codell Construction Company
EIN
61-0160150
Plan number
001
Location
Winchester, KY
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$765.4K
Total expenses$424.2K
Benefits paid / distributions$422K
Contributions
Employer$99.4K
Participant$200.8K
Full reported line items
Total assets (EOY)
$2,616,597
Total liabilities (EOY)
$0
Net assets (EOY)
$2,616,597
Employer contributions
$99,432
Participant contributions
$200,814
Total income / additions
$765,422
Benefits paid
$421,986
Administrative expenses
$2,219
Total expenses
$424,205
Net increase / (decrease)
$341,217

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927145307NAL0001134387001 cover?
It is the 2023 Form 5500 filing for Codell Construction Company 401(K) Plan, reported by Codell Construction Company (EIN 61-0160150).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages