Carew Concrete Supply Company, Inc. Retirement Savings Plan — Form 5500 plan (Carew Concrete & Supply Co., 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, Carew Concrete Supply Company, Inc. Retirement Savings Plan is a benefit plan reported by Carew Concrete & Supply Co., Inc under EIN 39-1269271 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $13,147,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carew Concrete & Supply Co., Inc
- EIN
- 39-1269271
- Plan number
- 001
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $13,147,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241002100403NAL0008633041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,147,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,147,789
- Net assets (BOY)
- $11,638,182
Income & contributions
- Employer contributions
- $192,675
- Participant contributions
- $514,343
- Total contributions
- $727,713
- Total income / additions
- $2,780,887
Expenses & distributions
- Benefits paid
- $1,208,820
- Administrative expenses
- $62,460
- Total expenses
- $1,271,280
- Net increase / (decrease)
- $1,509,607
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clifton Larson Allen Wealth Advisor | INVESTMENT ADVISORY | $29,217 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $26,126 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $6,967 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carew Concrete & Supply Co., Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Appleton, WI
- Clifton Larson Allen Wealth Advisor — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation