Original filing (PDF)20250613085556NAL0015565603001

RAY WOLLNER EXCAVATING, INC.

Name: RAY WOLLNER EXCAVATING, INC. — RAY WOLLNER EXCAVATING, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RAY WOLLNER EXCAVATING, INC.

Form 5500-SF

FILING_RECEIVED

RAY WOLLNER EXCAVATING, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 RAY WOLLNER EXCAVATING, INC..

Plan sponsor

Name

RAY WOLLNER EXCAVATING, INC.

EIN

39-1933807

Address

8100 FORREST VIEW ROAD · KEWASKUM, WI · 53040

Phone

(262) 334-3348

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

2025-06-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

GATEWAY LANDSCAPE CONSTRUCTION, INC.

GATEWAY LANDSCAPE CONSTRUCTION, INC. 401(K) PLAN

$3.6M · 23 participants

ROLFE CONSTRUCTION INC.

THE CONTRACTORS RETIREMENT PLAN

$3.6M · 30 participants

SPAHN, INC.

SPAHN, INC. 401K PLAN

$3.6M · 19 participants

STEVEN E. FULLER EXCAVATING, INC.

STEVEN E. FULLER EXCAVATING, INC. RETIREMENT SAVINGS PLAN

$3.6M · 61 participants

PEARL INTERACTIVE NETWORK, LLC

PEARL INTERACTIVE NETWORK, LLC HEALTH & WELFARE PLAN