Plan5500

Wayne Davis Concrete Co. 401(K) Retirement And Profit Sharing Plan — Form 5500 plan (Wayne Davis Concrete Co.)

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, Wayne Davis Concrete Co. 401(K) Retirement And Profit Sharing Plan is a benefit plan reported by Wayne Davis Concrete Co. under EIN 58-1327956 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $10,612,782 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.6MPlan net assets, end of year$10,612,782
Participants256Covered participants reported
Assets / participant$41.5KComputed: assets ÷ participants$41,456 (computed)
Provider compensation$70.6K4 Schedule C provider row(s)$70,561
Plan sponsor
Wayne Davis Concrete Co.
EIN
58-1327956
Plan number
001
Plan type
2
Location
Tallapoosa, GA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    256 participants · 2Sch HSch C
    View filing →
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)$10.6M total assets
Net assets$10.6MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$243.6K
Participant$879.8K
Full reported line items

Net assets

Total assets (EOY)
$10,612,782
Total liabilities (EOY)
$0
Net assets (EOY)
$10,612,782
Net assets (BOY)
$9,033,651

Income & contributions

Employer contributions
$243,599
Participant contributions
$879,779
Total contributions
$1,136,511
Total income / additions
$2,647,233

Expenses & distributions

Benefits paid
$1,011,713
Administrative expenses
$53,589
Total expenses
$1,068,102
Net increase / (decrease)
$1,579,131
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.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Northwestern Mutual Investment Svcs$30.7K
    INVESTMENT ADVISOR · Direct $30.7K
  2. 2
    Erisa Services Of Gerogia, LLC$18.1K
    CONTRACT ADMIN · Direct $18.1K
  3. 3
    Empower Annuity Ins Co Of America$14.7K
    RECORDKEEPER · Direct $14.7K · Indirect $0
  4. 4
    Empower Advisory Group, LLC$7K
    INVESTMENT MGMT · Direct $7K

Related Form 5500 pages