2023 Form 5500 filing — Schmitz Ready Mix, Inc. 401(K) 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 20241002102417NAL0004718275002) for Schmitz Ready Mix, Inc. 401(K) Savings Plan, reported by Schmitz Ready Mix, Inc. under EIN 39-1615888 and plan number 001. It reports 142 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)$10.1MReported net assets$10,130,444
Participants142
Provider compensation$47K1 Schedule C row(s)$47,009
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002102417NAL0004718275002
Plan sponsor
Schmitz Ready Mix, Inc.
EIN
39-1615888
Plan number
001
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$10.1M total assets
Net assets$10.1MLiabilities
Money in vs. money out
Total income / additions$2.8M
Total expenses$434.4K
Benefits paid / distributions$385.6K
Contributions
Employer$269K
Participant$721.7K
Full reported line items
Total assets (EOY)
$10,130,444
Net assets (EOY)
$10,130,444
Employer contributions
$269,019
Participant contributions
$721,653
Total income / additions
$2,754,644
Benefits paid
$385,569
Administrative expenses
$47,009
Total expenses
$434,395
Net increase / (decrease)
$2,320,249
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $47K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002102417NAL0004718275002 cover?
It is the 2023 Form 5500 filing for Schmitz Ready Mix, Inc. 401(K) Savings Plan, reported by Schmitz Ready Mix, Inc. (EIN 39-1615888).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages