Oftedal Construction, Inc. Employee Stock Ownership Plan — Form 5500 plan (Oftedal Construction, 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, Oftedal Construction, Inc. Employee Stock Ownership Plan is a benefit plan reported by Oftedal Construction, Inc. under EIN 81-0307943 and plan number 004. The latest loaded filing year is 2023. The filing reports 254 participants and $38,503,363 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oftedal Construction, Inc.
- EIN
- 81-0307943
- Plan number
- 004
- Plan type
- 2
- Location
- Miles City, MT
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $38,503,363
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H | 20250926111756NAL0010073248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,503,363
- Total liabilities (EOY)
- $350
- Net assets (EOY)
- $38,503,013
- Net assets (BOY)
- $32,195,889
Income & contributions
- Employer contributions
- $2,020,000
- Total contributions
- $2,020,000
- Total income / additions
- $8,323,320
Expenses & distributions
- Benefits paid
- $1,777,445
- Administrative expenses
- $350
- Total expenses
- $1,777,795
- Net increase / (decrease)
- $6,545,525
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.