Ferguson Construction Company 401(K) Plan For Operations — Form 5500 plan (Ferguson 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, Ferguson Construction Company 401(K) Plan For Operations is a benefit plan reported by Ferguson Construction Company under EIN 34-4418915 and plan number 004. The latest loaded filing year is 2023. The filing reports 217 participants and $11,767,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ferguson Construction Company
- EIN
- 34-4418915
- Plan number
- 004
- Plan type
- 2
- Location
- Sidney, OH
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $11,767,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241007095143NAL0015007089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,767,855
- Net assets (EOY)
- $11,767,855
- Net assets (BOY)
- $10,242,359
Income & contributions
- Employer contributions
- $294,848
- Participant contributions
- $650,369
- Total contributions
- $1,043,973
- Total income / additions
- $2,610,426
Expenses & distributions
- Benefits paid
- $1,040,683
- Administrative expenses
- $44,247
- Total expenses
- $1,084,930
- Net increase / (decrease)
- $1,525,496
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $44,224 | $0 | 2023 |
| U.S Bancorp Insurance | BROKER | $0 | $21,525 | 2023 |