Tex Mix Concrete 401(K) Plan — Form 5500 plan (Tex Mix Partners, LLC Dba Tex Mix Concrete)

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, Tex Mix Concrete 401(K) Plan is a benefit plan reported by Tex Mix Partners, LLC Dba Tex Mix Concrete under EIN 74-2794534 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $11,057,586 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tex Mix Partners, LLC Dba Tex Mix Concrete
EIN
74-2794534
Plan number
001
Plan type
2
Location
Leander, TX
Latest filing year
2023
Participants
380
End-of-year plan assets
$11,057,586

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023380H, C20241014163849NAL0027879601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,057,586
Total liabilities (EOY)
$2,582
Net assets (EOY)
$11,055,004
Net assets (BOY)
$7,928,259

Income & contributions

Employer contributions
$864,805
Participant contributions
$1,305,493
Total contributions
$2,186,571
Total income / additions
$3,704,031

Expenses & distributions

Benefits paid
$564,480
Administrative expenses
$12,806
Total expenses
$577,286
Net increase / (decrease)
$3,126,745

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bok Financial Asset Mgmt IncTPA$12,806not reported in the loaded dataset2023
Charles Schwab BankCUSTODIAN$0$02023

Related Form 5500 pages