2023 Form 5500 filing — Gms Concrete Specialists, Inc. 401(K) Profit Sharing 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 20240911151941NAL0008722433001) for Gms Concrete Specialists, Inc. 401(K) Profit Sharing Plan, reported by Gms Concrete Specialists, Inc. under EIN 86-0487400 and plan number 002. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.9MReported net assets$3,895,741
Participants146
Provider compensation$24.4K3 Schedule C row(s)$24,397
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240911151941NAL0008722433001
- Plan sponsor
- Gms Concrete Specialists, Inc.
- EIN
- 86-0487400
- Plan number
- 002
- Location
- Phoenix, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,895,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,895,741
- Employer contributions
- $379,746
- Participant contributions
- $408,417
- Total income / additions
- $1,230,340
- Benefits paid
- $160,564
- Administrative expenses
- $7,925
- Total expenses
- $168,489
- Net increase / (decrease)
- $1,061,851
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Wealth Management, Inc | INVESTMENT ADVISOR | $16,472 | not reported in the loaded dataset |
| Wells Fargo Advisors | INVESTMENT MANAGEMENT | $6,175 | not reported in the loaded dataset |
| Capital Research And Management Co | RECORDKEEPER | $1,750 | not reported in the loaded dataset |