2023 Form 5500 filing — Concrete Express, Inc. 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 20241014133217NAL0044652560001) for Concrete Express, Inc. 401(K) Plan, reported by Concrete Express, Inc. under EIN 84-1077066 and plan number 001. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014133217NAL0044652560001
Filing year
2023
Form type
2
Plan sponsor
Concrete Express, Inc.
EIN
84-1077066
Plan number
001
Location
Denver, CO
Participants
361
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,287,156
Total liabilities (EOY)
$0
Net assets (EOY)
$8,287,156
Employer contributions
$187,279
Participant contributions
$649,759
Total income / additions
$1,821,689
Benefits paid
$452,347
Administrative expenses
$45,118
Total expenses
$497,465
Net increase / (decrease)
$1,324,224
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Growstrong Wealth Strategies, LLCFINANCIAL ADVISOR$25,006not reported in the loaded dataset
At Retirement ServicesN/A$20,112not reported in the loaded dataset

Related Form 5500 pages