Larusso Concrete, Inc Employee Stock Ownership Plan And Trust — Form 5500 plan (Larusso Concrete, 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, Larusso Concrete, Inc Employee Stock Ownership Plan And Trust is a benefit plan reported by Larusso Concrete, Inc under EIN 20-3982326 and plan number 002. The latest loaded filing year is 2023. The filing reports 221 participants and $23,952,006 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Larusso Concrete, Inc
EIN
20-3982326
Plan number
002
Plan type
2
Location
Wilsonville, OR
Latest filing year
2023
Participants
221
End-of-year plan assets
$23,952,006

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20250417153355NAL0002012816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,952,006
Total liabilities (EOY)
$16,059,686
Net assets (EOY)
$7,892,320
Net assets (BOY)
$5,779,192

Income & contributions

Employer contributions
$2,348,319
Total contributions
$2,348,319
Total income / additions
$2,666,640

Expenses & distributions

Benefits paid
$118,742
Administrative expenses
$77,762
Total expenses
$553,512
Net increase / (decrease)
$2,113,128

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Perkins & CoNONE$33,813not reported in the loaded dataset2023
Transition Finance Strategies, LLCNONE$10,639not reported in the loaded dataset2023
John E. Johnson, LLCNONE$8,000not reported in the loaded dataset2023

Related Form 5500 pages