Gage Bros. Employee Stock Ownership Plan — Form 5500 plan (Gage Bros. Concrete Products, 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, Gage Bros. Employee Stock Ownership Plan is a benefit plan reported by Gage Bros. Concrete Products, Inc. under EIN 46-0213879 and plan number 003. The latest loaded filing year is 2023. The filing reports 357 participants and $7,017,281 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.9MPlan net assets, end of year$6,938,796
Participants357Covered participants reported
Assets / participant$19.7KComputed: assets ÷ participants$19,656 (computed)
Provider compensationNone reported
Plan sponsor
Gage Bros. Concrete Products, Inc.
EIN
46-0213879
Plan number
003
Plan type
2
Location
Sioux Falls, SD
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023357H20241011151817NAL0037443696001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7M total assets
Net assets$6.9MLiabilities$78.5K
Money in vs. money out
Total income / additions$2.7M
Total expenses$510.5K
Benefits paid / distributions$504.5K
Contributions
Employer$709.5K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$7,017,281
Total liabilities (EOY)
$78,485
Net assets (EOY)
$6,938,796
Net assets (BOY)
$4,742,179

Income & contributions

Employer contributions
$709,500
Total contributions
$709,500
Total income / additions
$2,707,127

Expenses & distributions

Benefits paid
$504,475
Administrative expenses
$112
Total expenses
$510,510
Net increase / (decrease)
$2,196,617
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income19%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages