2023 Form 5500 filing — Concrete Supply Co., Inc. 401k 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 20240917085028NAL0001047571001) for Concrete Supply Co., Inc. 401k Plan, reported by Concrete Supply Co., Inc. under EIN 58-1438825 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.2MReported net assets$5,194,342
Participants256
Provider compensation$17.1K1 Schedule C row(s)$17,149
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240917085028NAL0001047571001
Plan sponsor
Concrete Supply Co., Inc.
EIN
58-1438825
Plan number
001
Location
Fayetteville, GA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities$38.2K
Money in vs. money out
Total income / additions$1.7M
Total expenses$124.9K
Benefits paid / distributions$103K
Contributions
Employer$451.5K
Participant$587.4K
Full reported line items
Total assets (EOY)
$5,232,555
Total liabilities (EOY)
$38,213
Net assets (EOY)
$5,194,342
Employer contributions
$451,454
Participant contributions
$587,397
Total income / additions
$1,673,056
Benefits paid
$103,037
Administrative expenses
$21,846
Total expenses
$124,883
Net increase / (decrease)
$1,548,173

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cambridge Investment ResearchNONE$17,149not reported in the loaded dataset

Related Form 5500 pages