2023 Form 5500 filing — Indiana Limestone Acquisition, LLC Dba Indiana Limestone Company 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 20241009164727NAL0010854643001) for Indiana Limestone Acquisition, LLC Dba Indiana Limestone Company 401(K) Plan, reported by Indiana Limestone Acquisition, LLC Dba Indiana Limestone Company under EIN 37-1754014 and plan number 001. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009164727NAL0010854643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indiana Limestone Acquisition, LLC Dba Indiana Limestone Company
- EIN
- 37-1754014
- Plan number
- 001
- Location
- Bloomington, IN
- Participants
- 302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,441,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,441,727
- Employer contributions
- $594,622
- Participant contributions
- $839,102
- Total income / additions
- $2,708,774
- Benefits paid
- $944,620
- Administrative expenses
- $84,024
- Total expenses
- $1,033,938
- Net increase / (decrease)
- $1,674,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $47,551 | $0 |
| Regions Bank | ADVISOR | $36,666 | not reported in the loaded dataset |