2023 Form 5500 filing — Concrete Industries, Inc And Related Companies Retirement 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 20240920112239NAL0015279298001) for Concrete Industries, Inc And Related Companies Retirement Plan, reported by B & B Concrete Company, Inc. under EIN 64-0340868 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920112239NAL0015279298001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- B & B Concrete Company, Inc.
- EIN
- 64-0340868
- Plan number
- 001
- Location
- Tupelo, MS
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,651,718
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,651,718
- Employer contributions
- $239,171
- Participant contributions
- $367,851
- Total income / additions
- $1,699,733
- Benefits paid
- $165,563
- Administrative expenses
- $47,742
- Total expenses
- $213,305
- Net increase / (decrease)
- $1,486,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regions Bank | ADVISOR | $18,669 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $17,795 | $0 |
| Nail Mckinney Professional Assoc | ACCOUNTANT/AUDITOR | $9,310 | not reported in the loaded dataset |