2023 Form 5500 filing — Walbec Group Retirement 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 20241014092407NAL0026900337001) for Walbec Group Retirement Plan, reported by Construction Resources Management, Inc. under EIN 39-1542489 and plan number 002. It reports 828 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092407NAL0026900337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Construction Resources Management, Inc.
- EIN
- 39-1542489
- Plan number
- 002
- Location
- Waukesha, WI
- Participants
- 828
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $158,007,349
- Total liabilities (EOY)
- $10,563
- Net assets (EOY)
- $157,996,786
- Employer contributions
- $6,259,302
- Participant contributions
- $4,181,925
- Total income / additions
- $31,491,763
- Benefits paid
- $19,296,065
- Administrative expenses
- $107,950
- Total expenses
- $19,427,593
- Net increase / (decrease)
- $12,064,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $107,950 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |