The Concrete Systems, Inc. Retirement Trust — Form 5500 plan (Concrete Systems, Inc.)

Plain-English plan 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, The Concrete Systems, Inc. Retirement Trust is a benefit plan reported by Concrete Systems, Inc. under EIN 02-0304283 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $10,990,377 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concrete Systems, Inc.
EIN
02-0304283
Plan number
001
Plan type
2
Location
Hudson, NH
Latest filing year
2023
Participants
163
End-of-year plan assets
$10,990,377

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241015111032NAL0014459139003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,990,377
Net assets (EOY)
$10,990,377
Net assets (BOY)
$9,944,138

Income & contributions

Employer contributions
$219,728
Participant contributions
$456,141
Total contributions
$688,544
Total income / additions
$2,285,889

Expenses & distributions

Benefits paid
$1,193,153
Administrative expenses
$46,497
Total expenses
$1,239,650
Net increase / (decrease)
$1,046,239

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkRIA$25,375$02023
John Hancock Life Ins. CompanyRECORDKEEPER$478$02023

Related Form 5500 pages