2023 Form 5500 filing — Tex Mix Concrete 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 20241014163849NAL0027879601001) for Tex Mix Concrete 401(K) Plan, reported by Tex Mix Partners, LLC Dba Tex Mix Concrete under EIN 74-2794534 and plan number 001. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014163849NAL0027879601001
Filing year
2023
Form type
2
Plan sponsor
Tex Mix Partners, LLC Dba Tex Mix Concrete
EIN
74-2794534
Plan number
001
Location
Leander, TX
Participants
380
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,057,586
Total liabilities (EOY)
$2,582
Net assets (EOY)
$11,055,004
Employer contributions
$864,805
Participant contributions
$1,305,493
Total income / additions
$3,704,031
Benefits paid
$564,480
Administrative expenses
$12,806
Total expenses
$577,286
Net increase / (decrease)
$3,126,745
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bok Financial Asset Mgmt IncTPA$12,806not reported in the loaded dataset
Charles Schwab BankCUSTODIAN$0$0

Related Form 5500 pages