Ozinga Ready Mix Concrete, Inc. Retirement Plan — Form 5500 plan (Ozinga Ready Mix 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, Ozinga Ready Mix Concrete, Inc. Retirement Plan is a benefit plan reported by Ozinga Ready Mix Concrete, Inc. under EIN 26-3757838 and plan number 002. The latest loaded filing year is 2023. The filing reports 288 participants and $18,753,093 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ozinga Ready Mix Concrete, Inc.
EIN
26-3757838
Plan number
002
Plan type
2
Location
Mokena, IL
Latest filing year
2023
Participants
288
End-of-year plan assets
$18,753,093

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023288H, C20241011130337NAL0010940067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,753,093
Total liabilities (EOY)
$0
Net assets (EOY)
$18,753,093
Net assets (BOY)
$15,828,007

Income & contributions

Employer contributions
$1,409,451
Participant contributions
$1,119,467
Total contributions
$2,573,088
Total income / additions
$5,130,319

Expenses & distributions

Benefits paid
$2,131,532
Administrative expenses
$39,708
Total expenses
$2,205,233
Net increase / (decrease)
$2,925,086

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$8,419$02023

Related Form 5500 pages