2023 Form 5500 filing — Concrete Supply Company Savings 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 20241015134655NAL0029839073001) for Concrete Supply Company Savings Plan, reported by Concrete Supply Company, LLC under EIN 46-2026923 and plan number 003. It reports 1,368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134655NAL0029839073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concrete Supply Company, LLC
- EIN
- 46-2026923
- Plan number
- 003
- Location
- Charlotte, NC
- Participants
- 1,368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,663,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,663,178
- Employer contributions
- $4,354,071
- Participant contributions
- $3,147,403
- Total income / additions
- $16,338,292
- Benefits paid
- $6,186,875
- Administrative expenses
- $215,038
- Total expenses
- $6,404,451
- Net increase / (decrease)
- $9,933,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $144,957 | $0 |
| Capfinancial Partners | INVESTMENT ADVISORY | $59,216 | not reported in the loaded dataset |
| Greenwalker Llp | ACCOUNTANT | $10,865 | not reported in the loaded dataset |