2023 Form 5500 filing — Summit Industrial Construction, LLC Profit Sharing 401(K) 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 20240625142732NAL0007494417001) for Summit Industrial Construction, LLC Profit Sharing 401(K) Plan, reported by Summit Industrial Construction, LLC under EIN 45-2831413 and plan number 001. It reports 406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625142732NAL0007494417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit Industrial Construction, LLC
- EIN
- 45-2831413
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 406
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,602,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,602,877
- Employer contributions
- $219,760
- Participant contributions
- $1,174,611
- Total income / additions
- $2,691,371
- Benefits paid
- $589,699
- Administrative expenses
- $62,498
- Total expenses
- $698,930
- Net increase / (decrease)
- $1,992,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,754 | $0 |
| Stephens Group Asset Management LLC | INVESTMENT ADVISOR | $16,284 | not reported in the loaded dataset |
| James M Moyna Cpa Pc | AUDITOR | $10,250 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $862 | not reported in the loaded dataset |