2023 Form 5500 filing — Ingram Readymix, Inc. Profit Sharing 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 20240801052849NAL0023408689001) for Ingram Readymix, Inc. Profit Sharing Plan, reported by Ingram Readymix, Inc. under EIN 74-1550251 and plan number 001. It reports 772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801052849NAL0023408689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ingram Readymix, Inc.
- EIN
- 74-1550251
- Plan number
- 001
- Location
- New Braunfels, TX
- Participants
- 772
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,828,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,828,914
- Employer contributions
- $1,282,593
- Participant contributions
- $2,612,093
- Total income / additions
- $6,563,205
- Benefits paid
- $2,112,907
- Administrative expenses
- $77,719
- Total expenses
- $2,260,548
- Net increase / (decrease)
- $4,302,657
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $60,332 | $0 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $17,386 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Morgan Stanley Smith Barney LLC | RECORDKEEPER | $0 | $0 |