2023 Form 5500 filing — Suntec Concrete, Inc. 401(K) 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 20241014102749NAL0027024657001) for Suntec Concrete, Inc. 401(K) Profit Sharing Plan, reported by Suntec Concrete, Inc. under EIN 86-0864047 and plan number 001. It reports 1,592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102749NAL0027024657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Suntec Concrete, Inc.
- EIN
- 86-0864047
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 1,592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $140,119,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $140,119,028
- Employer contributions
- $9,299,459
- Participant contributions
- $5,489,727
- Total income / additions
- $32,945,275
- Benefits paid
- $8,697,437
- Administrative expenses
- $175,100
- Total expenses
- $8,872,537
- Net increase / (decrease)
- $24,072,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $118,865 | $0 |
| Lincoln Financial | INVESTMENT ADVISORY | $56,235 | not reported in the loaded dataset |
| Matthews, Gold, Kennedy & Snow Inc | OTHER SERVICES | $0 | $24,986 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |