2023 Form 5500 filing — Larusso Concrete, Inc Employee Stock Ownership Plan And Trust
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 20250417153355NAL0002012816001) for Larusso Concrete, Inc Employee Stock Ownership Plan And Trust, reported by Larusso Concrete, Inc under EIN 20-3982326 and plan number 002. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250417153355NAL0002012816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Larusso Concrete, Inc
- EIN
- 20-3982326
- Plan number
- 002
- Location
- Wilsonville, OR
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,952,006
- Total liabilities (EOY)
- $16,059,686
- Net assets (EOY)
- $7,892,320
- Employer contributions
- $2,348,319
- Total income / additions
- $2,666,640
- Benefits paid
- $118,742
- Administrative expenses
- $77,762
- Total expenses
- $553,512
- Net increase / (decrease)
- $2,113,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Perkins & Co | NONE | $33,813 | not reported in the loaded dataset |
| Transition Finance Strategies, LLC | NONE | $10,639 | not reported in the loaded dataset |
| John E. Johnson, LLC | NONE | $8,000 | not reported in the loaded dataset |