2023 Form 5500 filing — Superior Ready Mix Concrete, L.P. Profit Sharing/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 20241014164345NAL0015312131001) for Superior Ready Mix Concrete, L.P. Profit Sharing/401(K) Plan, reported by Superior Ready Mix Concrete Lp under EIN 33-0324782 and plan number 002. It reports 856 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014164345NAL0015312131001
Filing year
2023
Form type
2
Plan sponsor
Superior Ready Mix Concrete Lp
EIN
33-0324782
Plan number
002
Location
Escondido, CA
Participants
856
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$83,153,062
Total liabilities (EOY)
$0
Net assets (EOY)
$83,153,062
Employer contributions
$3,207,012
Participant contributions
$3,826,010
Total income / additions
$20,925,657
Benefits paid
$6,656,909
Administrative expenses
$93,014
Total expenses
$6,773,559
Net increase / (decrease)
$14,152,098
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$57,676$0
Strategic Advisors, Inc.ADVISOR$35,338not reported in the loaded dataset

Related Form 5500 pages