Northwest Excavating, Inc. 401(K) Plan — Form 5500 plan (Northwest Excavating, 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, Northwest Excavating, Inc. 401(K) Plan is a benefit plan reported by Northwest Excavating, Inc. under EIN 95-2977675 and plan number 002. The latest loaded filing year is 2023. The filing reports 28 participants and $3,272,655 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,272,655
Participants28Covered participants reported
Assets / participant$116.9KComputed: assets ÷ participants$116,881 (computed)
Provider compensationNone reported
Plan sponsor
Northwest Excavating, Inc.
EIN
95-2977675
Plan number
002
Plan type
2
Location
Northridge, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328I20240930190734NAL0010843472001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$699.5K
Total expenses$576.9K
Benefits paid / distributions$573.2K
Contributions
Employer$55.6K
Participant$181.4K
Full reported line items

Net assets

Total assets (EOY)
$3,272,655
Total liabilities (EOY)
$0
Net assets (EOY)
$3,272,655
Net assets (BOY)
$3,150,023

Income & contributions

Employer contributions
$55,650
Participant contributions
$181,419
Total income / additions
$699,495

Expenses & distributions

Benefits paid
$573,174
Administrative expenses
$2,036
Total expenses
$576,863
Net increase / (decrease)
$122,632
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 23%Participant 77%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income82%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages