Wohlsen Construction Company Employee Stock Ownership Plan — Form 5500 plan (Wohlsen Construction Company)
Plain-English plan 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, Wohlsen Construction Company Employee Stock Ownership Plan is a benefit plan reported by Wohlsen Construction Company under EIN 23-1542546 and plan number 005. The latest loaded filing year is 2023. The filing reports 375 participants and $21,526,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wohlsen Construction Company
- EIN
- 23-1542546
- Plan number
- 005
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $21,526,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20241015101932NAL0029233521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,526,945
- Total liabilities (EOY)
- $19,002,307
- Net assets (EOY)
- $2,524,638
- Net assets (BOY)
- $13,917,978
Income & contributions
- Employer contributions
- $1,680,175
- Total contributions
- $1,680,175
- Total income / additions
- -$9,098,822
Expenses & distributions
- Benefits paid
- $2,008,823
- Administrative expenses
- $109,739
- Total expenses
- $2,294,518
- Net increase / (decrease)
- -$11,393,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Irs | OTHER SERVICES | $45,000 | not reported in the loaded dataset | 2023 |
| Principal | RECORDKEEPER/BOOKKEEPER | $35,843 | not reported in the loaded dataset | 2023 |
| Cornerstone | CONSULTANT | $15,000 | not reported in the loaded dataset | 2023 |
| Value Mgt | VALUATION SERVICES | $12,218 | not reported in the loaded dataset | 2023 |
| Hdh | VALUATION SERVICES | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wohlsen Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Lancaster, PA
- Irs — Schedule C compensation
- Principal — Schedule C compensation
- Cornerstone — Schedule C compensation
- Value Mgt — Schedule C compensation
- Hdh — Schedule C compensation