2023 Form 5500 filing — Wade Sand And Gravel Company, Inc. Profit Sharing, Salary Deduction And Thrift Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240619144831NAL0000132097001) for Wade Sand And Gravel Company, Inc. Profit Sharing, Salary Deduction And Thrift Plan, reported by Wade Sand And Gravel Company, Inc. under EIN 63-0369212 and plan number 001. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.8MReported net assets$6,787,303
Participants49
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240619144831NAL0000132097001
Plan sponsor
Wade Sand And Gravel Company, Inc.
EIN
63-0369212
Plan number
001
Location
Birmingham, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$302K
Benefits paid / distributions$301.5K
Contributions
Employer$221.3K
Participant$264.2K
Full reported line items
Total assets (EOY)
$6,787,303
Total liabilities (EOY)
$0
Net assets (EOY)
$6,787,303
Employer contributions
$221,330
Participant contributions
$264,186
Total income / additions
$1,248,566
Benefits paid
$301,500
Administrative expenses
$475
Total expenses
$301,975
Net increase / (decrease)
$946,591

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240619144831NAL0000132097001 cover?
It is the 2023 Form 5500 filing for Wade Sand And Gravel Company, Inc. Profit Sharing, Salary Deduction And Thrift Plan, reported by Wade Sand And Gravel Company, Inc. (EIN 63-0369212).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages