My Plan Facts

Allwest Testing & Engineering, Inc. Employee Stock Ownership PlanESOP: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing for the plan year that ended 31 Dec 2025 has no Schedule H, so it shows no contribution figures. Form 5500 does not state the match formula.

Sponsor
Allwest Testing & Engineering, Inc., Hayden, ID
EIN and plan number
82-0517210, plan 002
Plan type
ESOP. Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 117 participants.

This filing has no Schedule H, so it shows no contribution figures.

By participants, it was number 316 of 334 defined contribution plans with 100 or more participants and a filing address in Idaho.

This page gives no change from plan year 2024, because the site has no filing of the plan for that year.

Form 5500 does not state the match formula.

This filing has no Schedule H.

Schedule H is the financial statement of a large plan. Without it, the site has no figures for contributions, fees or assets for this plan year. A plan that counted fewer than 100 participants at the start of the plan year can file Schedule I in place of Schedule H.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Assets and participants

Active participants
81
Retired or separated, with benefits now
2
Retired or separated, with benefits later
33
Participants with an account balance
96
Participants, 31 Dec 2025
117

The site has one filing of this plan on record, so it shows no figures of earlier plan years.

Service providers on Schedule C

Schedule C of this filing names no service provider organisation.

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Not stated
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
No answer
Failure to transmit participant contributionsSchedule H line 4a
No answer
Fidelity bondSchedule H line 4d
No answer
Blackout period in the plan yearSchedule H line 4m
No answer
  • 2IStock bonus
  • 2PLeveraged ESOP
  • 2QThe employer maintaining this ESOP is an S corporation

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 237990: Other Heavy & Civil Engineering Construction.

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
Pacific Excavation, Inc. Davis Bacon 401(k) PlanPacific Excavation, Inc.118
Phillips/may Corporation 401(k) PlanPhillips/may Corporation116
Burnham Construction Inc. Unum PlanBurnham Construction, Inc.118
Gis Surveyors, Inc. Employee Stock Ownership PlanGis Surveyors, Inc.113
Manson Construction Co. Non-Union Craft 401(k) PlanManson Construction Co.119
Frederick Derr & Company, Inc. Employee Stock Ownership PlanFrederick Derr & Company, Inc.112
Co. Falter Construction Corp. 401(k) Profit Sharing PlanCo. Falter Construction Corp.122
J. a. Street & Associates 401(k) Profit Sharing Plan and TrustJ.A. Street & Associates108
Pure Energy 401(k) PlanPure Energy Inc.123
Lojac Employees 401(k) & Profit Sharing PlanLojac Holdings Corporation, Inc.103

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "Allwest Testing & Engineering, Inc. Employee Stock Ownership Plan." https://myplanfacts.com/plan/820517210-002-allwest-testing-engineering-inc-employee-stock-ownership-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 82-0517210, plan 002. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 500 participants or more, a second filing on record, and net assets and an employer contributions line on Schedule H.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. This filing has no Schedule H, so it has no line for employer contributions.

What fees does the filing show?

This filing has no Schedule H, so it shows no administrative expenses. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names no service provider organisation. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 14 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.