Original filing (PDF)20250908163514NAL0041828434001

D. W. WILBURN, INC.

Name: D. W. WILBURN, INC. — D.W. WILBURN, INC. 401(K) PLAN, Form 5500 (2024)
Creator: D. W. WILBURN, INC.

Form 5500-SF

FILING_RECEIVED

D.W. WILBURN, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 D. W. WILBURN, INC..

Plan sponsor

Name

D. W. WILBURN, INC.

EIN

61-1101086

Address

153 BLUE SKY PARKWAY · LEXINGTON, KY · 40509

Phone

(859) 263-2720

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

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

3H · Sponsor in controlled / affiliated group

2J · 401(k) feature

2G · Total participant-directed accounts

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

KINER, INC.

KINER, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN

$1.5M · 13 participants

D&D CONSTRUCTION, INC.

D&D CONSTRUCTION, INC.401(K) RETIREMENT SAVINGS PLAN

$1.5M · 3 participants

METROTEC, INC.

METROTEC 401(K)

$1.5M · 31 participants

MILESTONE CONSTRUCTION, LLC

MILESTONE CONSTRUCTION 401(K) PLAN

$1.5M · 19 participants

TEPCON CONSTRUCTION, INC.

TEPCON CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

$1.5M · 28 participants