Plan5500

Concrete Supply Company Savings Plan — Form 5500 plan (Concrete Supply Company, LLC)

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, Concrete Supply Company Savings Plan is a benefit plan reported by Concrete Supply Company, LLC under EIN 46-2026923 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,368 participants and $58,663,178 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concrete Supply Company, LLC
EIN
46-2026923
Plan number
003
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
1,368
End-of-year plan assets
$58,663,178

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,368H, C20241015134655NAL0029839073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,663,178
Total liabilities (EOY)
$0
Net assets (EOY)
$58,663,178
Net assets (BOY)
$48,729,337

Income & contributions

Employer contributions
$4,354,071
Participant contributions
$3,147,403
Total contributions
$8,946,148
Total income / additions
$16,338,292

Expenses & distributions

Benefits paid
$6,186,875
Administrative expenses
$215,038
Total expenses
$6,404,451
Net increase / (decrease)
$9,933,841

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$144,957$02023
Capfinancial PartnersINVESTMENT ADVISORY$59,216not reported in the loaded dataset2023
Greenwalker LlpACCOUNTANT$10,865not reported in the loaded dataset2023

Related Form 5500 pages