2023 Form 5500 filing — The Quikrete Companies Profit Sharing And Tax
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 20241015092705NAL0016056067001) for The Quikrete Companies Profit Sharing And Tax, reported by The Quikrete Companies under EIN 31-1683563 and plan number 001. It reports 13,091 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092705NAL0016056067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Quikrete Companies
- EIN
- 31-1683563
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 13,091
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $544,846,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $544,846,720
- Employer contributions
- $29,608,868
- Participant contributions
- $34,989,541
- Total income / additions
- $142,768,106
- Benefits paid
- $35,770,642
- Administrative expenses
- $1,183,076
- Total expenses
- $38,445,707
- Net increase / (decrease)
- $104,322,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $974,268 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $97,336 | not reported in the loaded dataset |
| Morgan Stanley Global Banking Op | SERVICE PROVIDER | $93,972 | not reported in the loaded dataset |
| Cohn Reznick Advisory Assurance | SERVICE PROVIDER | $17,500 | not reported in the loaded dataset |