2023 Form 5500 filing — Wadsworth Brothers Construction Company, Inc. Profit Sharing 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 20241010163017NAL0011733075001) for Wadsworth Brothers Construction Company, Inc. Profit Sharing Plan, reported by Wadsworth Brothers Construction Company, Inc. under EIN 87-0484162 and plan number 003. It reports 661 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010163017NAL0011733075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wadsworth Brothers Construction Company, Inc.
- EIN
- 87-0484162
- Plan number
- 003
- Location
- Draper, UT
- Participants
- 661
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,857,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,857,053
- Employer contributions
- $2,630,671
- Total income / additions
- $5,555,375
- Benefits paid
- $2,329,645
- Administrative expenses
- -$33,041
- Total expenses
- $2,296,604
- Net increase / (decrease)
- $3,258,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | FINANCIAL ADVISOR | $0 | $33,877 |
| Fidelity Investments Institutional | RECORDKEEPER | $33,041 | $0 |