Plan5500

National Cement Company Of Alabama, Inc. Union 401(K) Plan — Form 5500 plan (National Cement Company Of Alabama, 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 Cement Company Of Alabama, Inc. Union 401(K) Plan is a benefit plan reported by National Cement Company Of Alabama, Inc. under EIN 63-1029293 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $10,430,904 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
National Cement Company Of Alabama, Inc.
EIN
63-1029293
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
125
End-of-year plan assets
$10,430,904

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241015134724NAL0016523475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,430,904
Total liabilities (EOY)
$0
Net assets (EOY)
$10,430,904
Net assets (BOY)
$8,858,441

Income & contributions

Employer contributions
$566,053
Participant contributions
$727,688
Total contributions
$1,297,547
Total income / additions
$2,762,108

Expenses & distributions

Benefits paid
$1,073,396
Administrative expenses
$24,622
Total expenses
$1,111,264
Net increase / (decrease)
$1,650,844

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$17,019$02023
Morgan Stanley GboINVESTMENT ADVISORY$7,603not reported in the loaded dataset2023

Related Form 5500 pages