Original filing (PDF)20250606123230NAL0009170371001

WORTHINGTON & SHAGEN CUSTOM BUILDER INC.

Name: WORTHINGTON & SHAGEN CUSTOM BUILDER INC. — WORTHINGTON & SHAGEN CUSTOM BUILDER INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WORTHINGTON & SHAGEN CUSTOM BUILDER INC.

Form 5500-SF

FILING_RECEIVED

WORTHINGTON & SHAGEN CUSTOM BUILDER INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORTHINGTON & SHAGEN CUSTOM BUILDER INC..

Plan sponsor

Name

WORTHINGTON & SHAGEN CUSTOM BUILDER INC.

EIN

23-2976386

Address

1108 WRIGHTSTOWN ROAD · NEWTOWN, PA · 18940

Phone

(215) 504-5500

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

DUGALLY OBERFELD, INC

DUGALLY OBERFELD 401(K) SAVINGS PLAN

$3.3M · 29 participants

BROCK BUILT HOMES, LLC

BROCK BUILT CITY NEIGHBORHOODS 401(K) PLAN

$3.3M · 68 participants

GANSER CONSTRUCTION, INC.

GANSER CONSTRUCTION, INC. 401(K) PLAN

$3.3M · 11 participants

KIT HOMEBUILDERS WEST LLC

KIT HOMEBUILDERS WEST 401K PLAN

$3.3M · 128 participants

BEHRENS & CURRY, INC.

BEHRENS-CURRY HOMES 401(K) & COMPANY CONTRIBUTION PLAN

$3.3M · 21 participants