2023 Form 5500 filing — The Concrete Systems, Inc. Retirement Trust
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 20241015111032NAL0014459139003) for The Concrete Systems, Inc. Retirement Trust, reported by Concrete Systems, Inc. under EIN 02-0304283 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111032NAL0014459139003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concrete Systems, Inc.
- EIN
- 02-0304283
- Plan number
- 001
- Location
- Hudson, NH
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,990,377
- Net assets (EOY)
- $10,990,377
- Employer contributions
- $219,728
- Participant contributions
- $456,141
- Total income / additions
- $2,285,889
- Benefits paid
- $1,193,153
- Administrative expenses
- $46,497
- Total expenses
- $1,239,650
- Net increase / (decrease)
- $1,046,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | RIA | $25,375 | $0 |
| John Hancock Life Ins. Company | RECORDKEEPER | $478 | $0 |