2023 Form 5500 filing — Ferguson Construction Company 401(K) Plan For Operations
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 20241007095143NAL0015007089001) for Ferguson Construction Company 401(K) Plan For Operations, reported by Ferguson Construction Company under EIN 34-4418915 and plan number 004. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007095143NAL0015007089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ferguson Construction Company
- EIN
- 34-4418915
- Plan number
- 004
- Location
- Sidney, OH
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,767,855
- Net assets (EOY)
- $11,767,855
- Employer contributions
- $294,848
- Participant contributions
- $650,369
- Total income / additions
- $2,610,426
- Benefits paid
- $1,040,683
- Administrative expenses
- $44,247
- Total expenses
- $1,084,930
- Net increase / (decrease)
- $1,525,496
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $44,224 | $0 |
| U.S Bancorp Insurance | BROKER | $0 | $21,525 |