2023 Form 5500 filing — Mason Construction 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 20241212085910NAL0024864130001) for Mason Construction 401(K) Profit Sharing Plan, reported by Mason Construction, LLC under EIN 74-1675517 and plan number 002. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212085910NAL0024864130001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mason Construction, LLC
- EIN
- 74-1675517
- Plan number
- 002
- Location
- Beaumont, TX
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,614,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,614,134
- Employer contributions
- $1,038,740
- Participant contributions
- $1,611,937
- Total income / additions
- $7,807,171
- Benefits paid
- $1,010,355
- Administrative expenses
- $53,336
- Total expenses
- $1,104,397
- Net increase / (decrease)
- $6,702,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,236 | $0 |
| Sageview Advisory Group, LLC | CONSULT/INVEST ADVISOR | $17,500 | not reported in the loaded dataset |
| Wathen Deshong & Juncker | ACCOUNTANT/AUDITOR | $12,600 | not reported in the loaded dataset |