Warfel Construction Company Profit Sharing Plan — Form 5500 plan (Warfel 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, Warfel Construction Company Profit Sharing Plan is a benefit plan reported by Warfel Construction Company under EIN 23-2808789 and plan number 002. The latest loaded filing year is 2023. The filing reports 281 participants and $15,882,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warfel Construction Company
- EIN
- 23-2808789
- Plan number
- 002
- Plan type
- 2
- Location
- East Petersburg, PA
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $15,882,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20240716112940NAL0001705827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,882,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,882,345
- Net assets (BOY)
- $12,445,486
Income & contributions
- Employer contributions
- $497,373
- Participant contributions
- $1,391,332
- Total contributions
- $1,983,480
- Total income / additions
- $4,117,481
Expenses & distributions
- Benefits paid
- $570,064
- Administrative expenses
- $63,316
- Total expenses
- $680,622
- Net increase / (decrease)
- $3,436,859
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securities America Advisors Inc | INVESTMENT ADVISOR | $39,195 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $24,121 | $0 | 2023 |