A&A Ready Mixed Concrete, Inc. 401(K) Plan — Form 5500 plan (A&A Ready Mixed 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, A&A Ready Mixed Concrete, Inc. 401(K) Plan is a benefit plan reported by A&A Ready Mixed Concrete, Inc. under EIN 95-1955900 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $21,721,500 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A&A Ready Mixed Concrete, Inc.
EIN
95-1955900
Plan number
001
Plan type
2
Location
Newport Beach, CA
Latest filing year
2023
Participants
411
End-of-year plan assets
$21,721,500

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023411H, C20250828074858NAL0010275601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,721,500
Total liabilities (EOY)
$20,520
Net assets (EOY)
$21,700,980
Net assets (BOY)
$18,717,310

Income & contributions

Employer contributions
$583,935
Participant contributions
$1,724,981
Total contributions
$2,503,795
Total income / additions
$5,076,067

Expenses & distributions

Benefits paid
$1,960,098
Administrative expenses
$132,299
Total expenses
$2,092,397
Net increase / (decrease)
$2,983,670

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$61,585$02023
Transamerica Financial Life Ins CoRECORD KEEPER$52,863$02023
Coulter & JustusAUDITOR$11,200not reported in the loaded dataset2023
Two West Capital Advisors LLCCONSULTING$5,847not reported in the loaded dataset2023
Nfp Retirement IncINVEST. ADV-PLAN$804not reported in the loaded dataset2023

Related Form 5500 pages