2023 Form 5500 filing — Smith Ready Mix Union 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 20241001122025NAL0013581858001) for Smith Ready Mix Union Plan, reported by Smith Ready Mix, Inc. under EIN 35-0851934 and plan number 003. It reports 69 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,190,157
Participants69
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001122025NAL0013581858001
Plan sponsor
Smith Ready Mix, Inc.
EIN
35-0851934
Plan number
003
Location
Valparaiso, IN
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)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$540.6K
Total expenses$247.2K
Benefits paid / distributions$238.6K
Contributions
Employer$268.4K
Participant$102.6K
Full reported line items
Total assets (EOY)
$1,190,157
Total liabilities (EOY)
$0
Net assets (EOY)
$1,190,157
Employer contributions
$268,380
Participant contributions
$102,620
Total income / additions
$540,633
Benefits paid
$238,645
Administrative expenses
$8,569
Total expenses
$247,214
Net increase / (decrease)
$293,419

Related Form 5500 pages