2023 Form 5500 filing — United Contractors, 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 20241204162504NAL0002433011002) for United Contractors, Inc. Employee Stock Ownership Plan, reported by United Contractors, Inc. under EIN 42-0822018 and plan number 002. It reports 580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241204162504NAL0002433011002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Contractors, Inc.
- EIN
- 42-0822018
- Plan number
- 002
- Location
- Johnston, IA
- Participants
- 580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,784,037
- Net assets (EOY)
- $22,784,037
- Employer contributions
- $427,842
- Total income / additions
- $2,578,127
- Benefits paid
- $1,862,169
- Administrative expenses
- $30,731
- Total expenses
- $1,892,900
- Net increase / (decrease)
- $685,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hdh Advisors, Llp | VALUATION | $13,500 | $0 |
| Martens & Company, Cpa, Llp | AUDITOR | $11,700 | $0 |
| Joe Roberts | APPRAISAL | $5,000 | $0 |