Suntec Concrete, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Suntec Concrete, 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, Suntec Concrete, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Suntec Concrete, Inc. under EIN 86-0864047 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,592 participants and $140,119,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suntec Concrete, Inc.
- EIN
- 86-0864047
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,592
- End-of-year plan assets
- $140,119,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,592 | H, C | 20241014102749NAL0027024657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,119,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $140,119,028
- Net assets (BOY)
- $116,046,290
Income & contributions
- Employer contributions
- $9,299,459
- Participant contributions
- $5,489,727
- Total contributions
- $14,789,186
- Total income / additions
- $32,945,275
Expenses & distributions
- Benefits paid
- $8,697,437
- Administrative expenses
- $175,100
- Total expenses
- $8,872,537
- Net increase / (decrease)
- $24,072,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $118,865 | $0 | 2023 |
| Lincoln Financial | INVESTMENT ADVISORY | $56,235 | not reported in the loaded dataset | 2023 |
| Matthews, Gold, Kennedy & Snow Inc | OTHER SERVICES | $0 | $24,986 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suntec Concrete, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Principal Life Insurance Company — Schedule C compensation
- Lincoln Financial — Schedule C compensation
- Matthews, Gold, Kennedy & Snow Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation