2023 Form 5500 filing — Cementation Usa, Inc. 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 20241014084656NAL0025753201001) for Cementation Usa, Inc. 401(K) Plan, reported by Cementation Usa, Inc. under EIN 20-3542645 and plan number 001. It reports 669 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014084656NAL0025753201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cementation Usa, Inc.
- EIN
- 20-3542645
- Plan number
- 001
- Location
- Sandy, UT
- Participants
- 669
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,427,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,427,699
- Employer contributions
- $1,234,465
- Participant contributions
- $2,414,300
- Total income / additions
- $9,592,684
- Benefits paid
- $4,518,699
- Administrative expenses
- $152,275
- Total expenses
- $4,800,950
- Net increase / (decrease)
- $4,791,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $87,624 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADISER | $0 | $54,413 |
| National Benefit Services, LLC | CONTRACT ADMIN | $26,835 | $10,000 |
| Empower Advisor Group, LLC | INVESTMENT MGMT | $28,347 | not reported in the loaded dataset |
| 3 38 Investment Fiduciaries Inc | INVESTMENT ADVISOR | $11,396 | not reported in the loaded dataset |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $3,530 |