Concrete Protection & Restoration, Inc. Retirement Plan — Form 5500 plan (Concrete Protection & Restoration, 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, Concrete Protection & Restoration, Inc. Retirement Plan is a benefit plan reported by Concrete Protection & Restoration, Inc. under EIN 52-1968972 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $8,466,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concrete Protection & Restoration, Inc.
- EIN
- 52-1968972
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 349
- End-of-year plan assets
- $8,466,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 349 | H, C | 20240909080350NAL0002665779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,466,907
- Net assets (EOY)
- $8,466,907
- Net assets (BOY)
- $6,909,808
Income & contributions
- Employer contributions
- $206,155
- Participant contributions
- $446,597
- Total contributions
- $661,398
- Total income / additions
- $1,658,113
Expenses & distributions
- Benefits paid
- $64,038
- Administrative expenses
- $36,976
- Total expenses
- $101,014
- Net increase / (decrease)
- $1,557,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Red Oak Financial Group | INVESTMENT ADVISOR | $13,444 | $0 | 2023 |
| Concrete Protection & Restoration | OTHER | $13,000 | $0 | 2023 |
| Red Oak Retirement | CONTRACT ADMIN | $5,925 | $0 | 2023 |
| Ascensus Trust | RECORDKEEPER | $4,607 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Concrete Protection & Restoration, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Red Oak Financial Group — Schedule C compensation
- Concrete Protection & Restoration — Schedule C compensation
- Red Oak Retirement — Schedule C compensation
- Ascensus Trust — Schedule C compensation