2023 Form 5500 filing — Certified Concrete, Inc. Retirement Savings 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 20241002080705NAL0004659523001) for Certified Concrete, Inc. Retirement Savings Plan, reported by Certified Concrete, Inc. under EIN 33-0844060 and plan number 001. It reports 149 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)$3.6MReported net assets$3,585,865
Participants149
Provider compensation$18.8K2 Schedule C row(s)$18,750
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002080705NAL0004659523001
Plan sponsor
Certified Concrete, Inc.
EIN
33-0844060
Plan number
001
Location
Escondido, CA
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)$3.6M total assets
Net assets$3.6MLiabilities$16.4K
Money in vs. money out
Total income / additions$832.3K
Total expenses$592K
Benefits paid / distributions$417.5K
Contributions
Employer$78K
Participant$205.9K
Full reported line items
Total assets (EOY)
$3,602,265
Total liabilities (EOY)
$16,400
Net assets (EOY)
$3,585,865
Employer contributions
$77,956
Participant contributions
$205,933
Total income / additions
$832,303
Benefits paid
$417,491
Administrative expenses
$76,040
Total expenses
$591,951
Net increase / (decrease)
$240,352

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Matranga & CompanyNONE$9,375not reported in the loaded dataset
American United Life Insurance CoNONE$9,375not reported in the loaded dataset

Related Form 5500 pages