2023 Form 5500 filing — Geiger Ready-Mix Co., Inc. 401(K) Profit Sharing 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 20241015143458NAL0028783825001) for Geiger Ready-Mix Co., Inc. 401(K) Profit Sharing Plan, reported by Geiger Ready-Mix Co., Inc. under EIN 48-0794640 and plan number 002. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143458NAL0028783825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Geiger Ready-Mix Co., Inc.
- EIN
- 48-0794640
- Plan number
- 002
- Location
- Shawnee Mission, KS
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,197,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,197,303
- Employer contributions
- $519,357
- Participant contributions
- $1,028,560
- Total income / additions
- $5,024,597
- Benefits paid
- $1,907,278
- Administrative expenses
- $87,054
- Total expenses
- $1,994,332
- Net increase / (decrease)
- $3,030,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Advisory Services, LLC | BROKER DEALER | $69,844 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $26,025 | $6,809 |
| Tax Favored Benefits, Inc. | TPA | $17,210 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | 3(21) | not reported in the loaded dataset | not reported in the loaded dataset |