Plan5500

National Savings Plan — Form 5500 plan (National Cement Company, 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, National Savings Plan is a benefit plan reported by National Cement Company, Inc. under EIN 63-0664316 and plan number 003. The latest loaded filing year is 2023. The filing reports 231 participants and $42,299,476 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Cement Company, Inc.
EIN
63-0664316
Plan number
003
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
231
End-of-year plan assets
$42,299,476

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20241015165905NAL0057358962001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,299,476
Total liabilities (EOY)
$0
Net assets (EOY)
$42,299,476
Net assets (BOY)
$35,792,761

Income & contributions

Employer contributions
$1,311,585
Participant contributions
$1,379,416
Total contributions
$2,772,644
Total income / additions
$7,850,414

Expenses & distributions

Benefits paid
$1,455,561
Administrative expenses
$41,321
Total expenses
$1,496,882
Net increase / (decrease)
$6,353,532

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$31,420not reported in the loaded dataset2023
Morgan Stanley LLCINVESTMENT ADVISORY$9,901not reported in the loaded dataset2023

Related Form 5500 pages