2023 Form 5500 filing — American Eagle Ready Mix Utah LLC 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 20250514160818NAL0028288112001) for American Eagle Ready Mix Utah LLC 401(K) Plan, reported by American Eagle Ready Mix Utah LLC under EIN 47-3423043 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514160818NAL0028288112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Eagle Ready Mix Utah LLC
- EIN
- 47-3423043
- Plan number
- 001
- Location
- Magna, UT
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,621
- Employer contributions
- $8,423
- Participant contributions
- $17,085
- Total income / additions
- $50,349
- Benefits paid
- $248,115
- Administrative expenses
- $23,674
- Total expenses
- $301,170
- Net increase / (decrease)
- -$250,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dwc The 401(K) Experts | TPA | $11,939 | $0 |
| Transamerica Financial Life Insuran | RECORDKEEPER | $10,185 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $2,215 | not reported in the loaded dataset |