2023 Form 5500 filing — National 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 20241015165905NAL0057358962001) for National Savings Plan, reported by National Cement Company, Inc. under EIN 63-0664316 and plan number 003. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165905NAL0057358962001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Cement Company, Inc.
- EIN
- 63-0664316
- Plan number
- 003
- Location
- Birmingham, AL
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,299,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,299,476
- Employer contributions
- $1,311,585
- Participant contributions
- $1,379,416
- Total income / additions
- $7,850,414
- Benefits paid
- $1,455,561
- Administrative expenses
- $41,321
- Total expenses
- $1,496,882
- Net increase / (decrease)
- $6,353,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,420 | not reported in the loaded dataset |
| Morgan Stanley LLC | INVESTMENT ADVISORY | $9,901 | not reported in the loaded dataset |