Smith Ready Mix 401(K) Plan — Form 5500 plan (Smith Ready Mix, 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, Smith Ready Mix 401(K) Plan is a benefit plan reported by Smith Ready Mix, Inc. under EIN 35-0851934 and plan number 002. The latest loaded filing year is 2023. The filing reports 50 participants and $8,886,873 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith Ready Mix, Inc.
- EIN
- 35-0851934
- Plan number
- 002
- Plan type
- 2
- Location
- Valparaiso, IN
- Latest filing year
- 2023
- Participants
- 50
- End-of-year plan assets
- $8,886,873
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 50 | I | 20240930083243NAL0010789090001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,886,873
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,886,873
- Net assets (BOY)
- $7,229,282
Income & contributions
- Employer contributions
- $628,782
- Participant contributions
- $348,034
- Total income / additions
- $2,162,205
Expenses & distributions
- Benefits paid
- $491,609
- Administrative expenses
- $34,713
- Total expenses
- $526,322
- Net increase / (decrease)
- $1,635,883
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.