Concrete Holding Company 401(K) Retirement Plan — Form 5500 plan (Concrete Holding Company Of Califiornia, 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 Holding Company 401(K) Retirement Plan is a benefit plan reported by Concrete Holding Company Of Califiornia, Inc under EIN 95-4190869 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $30,579,434 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concrete Holding Company Of Califiornia, Inc
EIN
95-4190869
Plan number
001
Plan type
2
Location
Encino, CA
Latest filing year
2023
Participants
264
End-of-year plan assets
$30,579,434

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023264H, C20241015170355NAL0057382690001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,579,434
Total liabilities (EOY)
$0
Net assets (EOY)
$30,579,434
Net assets (BOY)
$26,782,279

Income & contributions

Employer contributions
$1,019,105
Participant contributions
$717,566
Total contributions
$1,736,671
Total income / additions
$5,346,616

Expenses & distributions

Benefits paid
$1,454,820
Administrative expenses
$49,316
Total expenses
$1,549,461
Net increase / (decrease)
$3,797,155

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$31,744$02023
Morgan Stanley LLCINVESTMENT ADVISORY$17,572not reported in the loaded dataset2023

Related Form 5500 pages