2023 Form 5500 filing — Nbr/R&R 401(K) 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 20241011123226NAL0022741649001) for Nbr/R&R 401(K) Plan, reported by Nelson Bros Ready Mix, Ltd. under EIN 75-2944168 and plan number 001. It reports 279 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)$1.3MReported net assets$1,273,240
Participants279
Provider compensation$24.2K3 Schedule C row(s)$24,191
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011123226NAL0022741649001
- Plan sponsor
- Nelson Bros Ready Mix, Ltd.
- EIN
- 75-2944168
- Plan number
- 001
- Location
- Lewisville, TX
- Received date
- not reported in the loaded dataset
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)$1.3M total assets
Net assets$1.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,273,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,273,240
- Employer contributions
- $245,876
- Participant contributions
- $468,270
- Total income / additions
- $857,352
- Benefits paid
- $170,220
- Administrative expenses
- $25,421
- Total expenses
- $195,641
- Net increase / (decrease)
- $661,711
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $13,512 | $0 |
| Pension Planning Consultants Inc | CONTRACT ADMIN | $6,411 | $0 |
| Scf Investment Advisors Inc | INVESTMENT ADVISOR | $4,268 | $0 |