Concrete Industries, Inc And Related Companies Retirement Plan — Form 5500 plan (B & B Concrete 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, Concrete Industries, Inc And Related Companies Retirement Plan is a benefit plan reported by B & B Concrete Company, Inc. under EIN 64-0340868 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $8,651,718 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
B & B Concrete Company, Inc.
EIN
64-0340868
Plan number
001
Plan type
2
Location
Tupelo, MS
Latest filing year
2023
Participants
139
End-of-year plan assets
$8,651,718

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20240920112239NAL0015279298001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,651,718
Total liabilities (EOY)
$0
Net assets (EOY)
$8,651,718
Net assets (BOY)
$7,165,290

Income & contributions

Employer contributions
$239,171
Participant contributions
$367,851
Total contributions
$607,022
Total income / additions
$1,699,733

Expenses & distributions

Benefits paid
$165,563
Administrative expenses
$47,742
Total expenses
$213,305
Net increase / (decrease)
$1,486,428

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Regions BankADVISOR$18,669not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$17,795$02023
Nail Mckinney Professional AssocACCOUNTANT/AUDITOR$9,310not reported in the loaded dataset2023

Related Form 5500 pages