2023 Form 5500 filing — Carew Concrete Supply Company, Inc. Retirement Savings 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 20241002100403NAL0008633041001) for Carew Concrete Supply Company, Inc. Retirement Savings Plan, reported by Carew Concrete & Supply Co., Inc under EIN 39-1269271 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002100403NAL0008633041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carew Concrete & Supply Co., Inc
- EIN
- 39-1269271
- Plan number
- 001
- Location
- Appleton, WI
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,147,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,147,789
- Employer contributions
- $192,675
- Participant contributions
- $514,343
- Total income / additions
- $2,780,887
- Benefits paid
- $1,208,820
- Administrative expenses
- $62,460
- Total expenses
- $1,271,280
- Net increase / (decrease)
- $1,509,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clifton Larson Allen Wealth Advisor | INVESTMENT ADVISORY | $29,217 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $26,126 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $6,967 | not reported in the loaded dataset |