2023 Form 5500 filing — Custom Concrete Co., Inc. Savings And Retirement 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 20241014171546NAL0045449968001) for Custom Concrete Co., Inc. Savings And Retirement Plan, reported by Custom Concrete Co., Inc under EIN 35-1659094 and plan number 001. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171546NAL0045449968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Custom Concrete Co., Inc
- EIN
- 35-1659094
- Plan number
- 001
- Location
- Westfield, IN
- Participants
- 451
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,580,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,580,562
- Employer contributions
- $510,554
- Participant contributions
- $1,720,024
- Total income / additions
- $5,097,116
- Benefits paid
- $1,527,232
- Administrative expenses
- $60,390
- Total expenses
- $1,587,622
- Net increase / (decrease)
- $3,509,494
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | RECORD KEEPER | $8,531 | $0 |
| Global Retirement Partners | INVESTMENT ADVISOR | $6,750 | not reported in the loaded dataset |
| American United Life Insurance Co | RECORDKEEPER | $0 | $5,435 |