United Contractors, Inc. Employee Stock Ownership Plan — Form 5500 plan (United Contractors, Inc.)

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, United Contractors, Inc. Employee Stock Ownership Plan is a benefit plan reported by United Contractors, Inc. under EIN 42-0822018 and plan number 002. The latest loaded filing year is 2023. The filing reports 580 participants and $22,784,037 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Contractors, Inc.
EIN
42-0822018
Plan number
002
Plan type
2
Location
Johnston, IA
Latest filing year
2023
Participants
580
End-of-year plan assets
$22,784,037

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023580H, C20241204162504NAL0002433011002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,784,037
Net assets (EOY)
$22,784,037
Net assets (BOY)
$22,098,810

Income & contributions

Employer contributions
$427,842
Total contributions
$427,842
Total income / additions
$2,578,127

Expenses & distributions

Benefits paid
$1,862,169
Administrative expenses
$30,731
Total expenses
$1,892,900
Net increase / (decrease)
$685,227

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hdh Advisors, LlpVALUATION$13,500$02023
Martens & Company, Cpa, LlpAUDITOR$11,700$02023
Joe RobertsAPPRAISAL$5,000$02023

Related Form 5500 pages