2023 Form 5500 filing — Mountain States Constructors, 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 20241015095755NAL0014356979001) for Mountain States Constructors, Inc. 401(K) Plan, reported by Mountain States Constructors, Inc. under EIN 85-0276974 and plan number 003. It reports 443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095755NAL0014356979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountain States Constructors, Inc.
- EIN
- 85-0276974
- Plan number
- 003
- Location
- Albuquerque, NM
- Participants
- 443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,459,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,459,311
- Employer contributions
- $3,342,626
- Participant contributions
- $961,434
- Total income / additions
- $6,619,781
- Benefits paid
- $2,798,122
- Administrative expenses
- $155,212
- Total expenses
- $2,953,334
- Net increase / (decrease)
- $3,666,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | not reported in the loaded dataset | not reported in the loaded dataset |
| Pattison Pension Specialists, Inc. | THIRD PARTY ADMINISTRATO | not reported in the loaded dataset | not reported in the loaded dataset |
| Goldman Sachs Personal Financial Mg | ADVISER | not reported in the loaded dataset | not reported in the loaded dataset |
| Rbc Capital Markets Corp, LLC | ADVISER | not reported in the loaded dataset | not reported in the loaded dataset |