2023 Form 5500 filing — Centric 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703174810NAL0004771939001) for Centric 401(K) Plan, reported by Centric Construction, Inc. under EIN 81-0608550 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703174810NAL0004771939001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Centric Construction, Inc.
- EIN
- 81-0608550
- Plan number
- 001
- Location
- Brisbane, CA
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,182,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,182,750
- Employer contributions
- $380,930
- Participant contributions
- $782,258
- Total income / additions
- $3,600,285
- Benefits paid
- $762,028
- Administrative expenses
- $79,441
- Total expenses
- $841,469
- Net increase / (decrease)
- $2,758,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $45,425 | $0 |
| Lpl Financial Corporation | INVESTMENT ADVISORY - PL | $28,252 | not reported in the loaded dataset |
| Sunwest Pensions | RECORDKEEPER | $3,575 | $0 |
| July Business Services | RECORDKEEPER | $2,275 | $0 |