2023 Form 5500 filing — Zachry Corporation Employees 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 20241011163612NAL0023245537001) for Zachry Corporation Employees 401(K) Plan, reported by Zachry Construction & Materials,Inc. under EIN 26-0868629 and plan number 001. It reports 3,664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011163612NAL0023245537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zachry Construction & Materials,Inc.
- EIN
- 26-0868629
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 3,664
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $227,840,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $227,840,937
- Employer contributions
- $8,060,993
- Participant contributions
- $10,619,356
- Total income / additions
- $60,481,804
- Benefits paid
- $20,095,404
- Administrative expenses
- -$183,481
- Total expenses
- $19,943,740
- Net increase / (decrease)
- $40,538,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Kaplan LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset |
| Weaver And Tidwell, Llp | ACCOUNTANT/AUDITOR | $15,965 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$259,704 | $0 |