Original filing (PDF)20251013153534NAL0001629665001

ABSHER HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Name: ABSHER HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN — ABSHER HOLDING CO. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: ABSHER HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Form 5500

FILING_RECEIVED

ABSHER HOLDING CO. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

210

Accounts w/ balance

236

Plan assets (EOY)

$24.7M

Net assets (EOY)

-$10.9M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABSHER HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN.

Plan sponsor

Name

ABSHER HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

EIN

91-0688333

Address

1001 SHAW ROAD · PUYALLUP, WA · 98371

Phone

(253) 845-9544

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

2025-10-13

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $24.7M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Absher Holding Company Employee Absher Holding Company Common Stock * Stock Ownership Plan 1,107,000 shares	—	—	$41.6M	$24.7M	100.0%

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