2023 Form 5500 filing — Nbr/R&R 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 20241011123226NAL0022741649001) for Nbr/R&R 401(K) Plan, reported by Nelson Bros Ready Mix, Ltd. under EIN 75-2944168 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123226NAL0022741649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nelson Bros Ready Mix, Ltd.
- EIN
- 75-2944168
- Plan number
- 001
- Location
- Lewisville, TX
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,273,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,273,240
- Employer contributions
- $245,876
- Participant contributions
- $468,270
- Total income / additions
- $857,352
- Benefits paid
- $170,220
- Administrative expenses
- $25,421
- Total expenses
- $195,641
- Net increase / (decrease)
- $661,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $13,512 | $0 |
| Pension Planning Consultants Inc | CONTRACT ADMIN | $6,411 | $0 |
| Scf Investment Advisors Inc | INVESTMENT ADVISOR | $4,268 | $0 |