2023 Form 5500 filing — Bill Whitters Construction, Inc. 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 20250714134634NAL0001806208001) for Bill Whitters Construction, Inc. 401(K) Plan, reported by Bill Whitters Construction, Inc. under EIN 42-1360644 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714134634NAL0001806208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bill Whitters Construction, Inc.
- EIN
- 42-1360644
- Plan number
- 001
- Location
- Solon, IA
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,098,433
- Total liabilities (EOY)
- $26,419
- Net assets (EOY)
- $6,072,014
- Employer contributions
- $117,265
- Participant contributions
- $489,109
- Total income / additions
- $1,956,479
- Benefits paid
- $486,595
- Administrative expenses
- $48,223
- Total expenses
- $534,818
- Net increase / (decrease)
- $1,421,661
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $33,618 | not reported in the loaded dataset |
| Lpl Holdings Inc | NONE | $14,605 | not reported in the loaded dataset |