2023 Form 5500 filing — Welsch Ready Mix, Inc. 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 20240829164138NAL0029792482001) for Welsch Ready Mix, Inc. 401(K) Plan, reported by T.H. Davidson & Co., Inc. Dba Welsch Ready Mix, In under EIN 36-2781301 and plan number 003. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,497,682
Participants22
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240829164138NAL0029792482001
Plan sponsor
T.H. Davidson & Co., Inc. Dba Welsch Ready Mix, In
EIN
36-2781301
Plan number
003
Location
Oak Forest, IL
Received date
not reported in the loaded dataset
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$728.2K
Total expenses$18.8K
Benefits paid / distributions$10.5K
Contributions
Employer$250.6K
Participant$20.2K
Full reported line items
Total assets (EOY)
$3,497,682
Total liabilities (EOY)
$0
Net assets (EOY)
$3,497,682
Employer contributions
$250,617
Participant contributions
$20,197
Total income / additions
$728,195
Benefits paid
$10,501
Administrative expenses
$8,340
Total expenses
$18,841
Net increase / (decrease)
$709,354

Related Form 5500 pages