2023 Form 5500 filing — Construction Forms, Inc. Retirement Savings And Thrift 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 20241009145434NAL0033117312001) for Construction Forms, Inc. Retirement Savings And Thrift Plan, reported by Construction Forms, Inc. under EIN 39-1104344 and plan number 002. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145434NAL0033117312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Construction Forms, Inc.
- EIN
- 39-1104344
- Plan number
- 002
- Location
- Port Washington, WI
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,020,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,020,250
- Employer contributions
- $318,936
- Participant contributions
- $903,974
- Total income / additions
- $2,923,251
- Benefits paid
- $1,146,418
- Administrative expenses
- $43,745
- Total expenses
- $1,190,163
- Net increase / (decrease)
- $1,733,088
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $23,726 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $20,019 | $0 |