2023 Form 5500 filing — A&A Ready Mixed Concrete, Inc. 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 20250828074858NAL0010275601001) for A&A Ready Mixed Concrete, Inc. 401(K) Plan, reported by A&A Ready Mixed Concrete, Inc. under EIN 95-1955900 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250828074858NAL0010275601001
Filing year
2023
Form type
2
Plan sponsor
A&A Ready Mixed Concrete, Inc.
EIN
95-1955900
Plan number
001
Location
Newport Beach, CA
Participants
411
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$21,721,500
Total liabilities (EOY)
$20,520
Net assets (EOY)
$21,700,980
Employer contributions
$583,935
Participant contributions
$1,724,981
Total income / additions
$5,076,067
Benefits paid
$1,960,098
Administrative expenses
$132,299
Total expenses
$2,092,397
Net increase / (decrease)
$2,983,670
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Admin. Group, LLC Dba Tag ResourcesRECORD KEEPER$61,585$0
Transamerica Financial Life Ins CoRECORD KEEPER$52,863$0
Coulter & JustusAUDITOR$11,200not reported in the loaded dataset
Two West Capital Advisors LLCCONSULTING$5,847not reported in the loaded dataset
Nfp Retirement IncINVEST. ADV-PLAN$804not reported in the loaded dataset

Related Form 5500 pages