2023 Form 5500 filing — Morgan Concrete Employees' 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 20250414092015NAL0000694883001) for Morgan Concrete Employees' Retirement Plan, reported by Morgan Concrete Company, Inc. under EIN 58-1231830 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414092015NAL0000694883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morgan Concrete Company, Inc.
- EIN
- 58-1231830
- Plan number
- 001
- Location
- Toccoa, GA
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,452,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,452,382
- Employer contributions
- $251,061
- Participant contributions
- $707,325
- Total income / additions
- $2,096,862
- Benefits paid
- $470,900
- Administrative expenses
- $40,576
- Total expenses
- $512,905
- Net increase / (decrease)
- $1,583,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carson Advisory Inc | INVESTMENT ADVISOR | $22,622 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,968 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $986 | not reported in the loaded dataset |