2023 Form 5500 filing — National Cement Company Of Alabama, Inc. Union 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 20241015134724NAL0016523475001) for National Cement Company Of Alabama, Inc. Union 401(K) Plan, reported by National Cement Company Of Alabama, Inc. under EIN 63-1029293 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.4MReported net assets$10,430,904
Participants125
Provider compensation$24.6K2 Schedule C row(s)$24,622
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015134724NAL0016523475001
- Plan sponsor
- National Cement Company Of Alabama, Inc.
- EIN
- 63-1029293
- Plan number
- 001
- Location
- Birmingham, AL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10.4M total assets
Net assets$10.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,430,904
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,430,904
- Employer contributions
- $566,053
- Participant contributions
- $727,688
- Total income / additions
- $2,762,108
- Benefits paid
- $1,073,396
- Administrative expenses
- $24,622
- Total expenses
- $1,111,264
- Net increase / (decrease)
- $1,650,844
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,019 | $0 |
| Morgan Stanley Gbo | INVESTMENT ADVISORY | $7,603 | not reported in the loaded dataset |