2023 Form 5500 filing — Wayne Davis Concrete Co. 401(K) Retirement And 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 20241008053522NAL0032926786001) for Wayne Davis Concrete Co. 401(K) Retirement And Profit Sharing Plan, reported by Wayne Davis Concrete Co. under EIN 58-1327956 and plan number 001. It reports 256 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)$10.6MReported net assets$10,612,782
Participants256
Provider compensation$70.6K4 Schedule C row(s)$70,561
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008053522NAL0032926786001
Plan sponsor
Wayne Davis Concrete Co.
EIN
58-1327956
Plan number
001
Location
Tallapoosa, GA
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)$10.6M total assets
Net assets$10.6MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$243.6K
Participant$879.8K
Full reported line items
Total assets (EOY)
$10,612,782
Total liabilities (EOY)
$0
Net assets (EOY)
$10,612,782
Employer contributions
$243,599
Participant contributions
$879,779
Total income / additions
$2,647,233
Benefits paid
$1,011,713
Administrative expenses
$53,589
Total expenses
$1,068,102
Net increase / (decrease)
$1,579,131
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $30.7K
  2. 2
    CONTRACT ADMIN · Direct $18.1K
  3. 3
    RECORDKEEPER · Direct $14.7K · Indirect $0
  4. 4
    INVESTMENT MGMT · Direct $7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008053522NAL0032926786001 cover?
It is the 2023 Form 5500 filing for Wayne Davis Concrete Co. 401(K) Retirement And Profit Sharing Plan, reported by Wayne Davis Concrete Co. (EIN 58-1327956).
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