Cementation Usa, Inc. 401(K) Plan — Form 5500 plan (Cementation Usa, Inc.)
Plain-English plan 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, Cementation Usa, Inc. 401(K) Plan is a benefit plan reported by Cementation Usa, Inc. under EIN 20-3542645 and plan number 001. The latest loaded filing year is 2023. The filing reports 669 participants and $37,427,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cementation Usa, Inc.
- EIN
- 20-3542645
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy, UT
- Latest filing year
- 2023
- Participants
- 669
- End-of-year plan assets
- $37,427,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 669 | H, C | 20241014084656NAL0025753201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,427,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,427,699
- Net assets (BOY)
- $32,635,965
Income & contributions
- Employer contributions
- $1,234,465
- Participant contributions
- $2,414,300
- Total contributions
- $4,091,891
- Total income / additions
- $9,592,684
Expenses & distributions
- Benefits paid
- $4,518,699
- Administrative expenses
- $152,275
- Total expenses
- $4,800,950
- Net increase / (decrease)
- $4,791,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $87,624 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADISER | $0 | $54,413 | 2023 |
| National Benefit Services, LLC | CONTRACT ADMIN | $26,835 | $10,000 | 2023 |
| Empower Advisor Group, LLC | INVESTMENT MGMT | $28,347 | not reported in the loaded dataset | 2023 |
| 3 38 Investment Fiduciaries Inc | INVESTMENT ADVISOR | $11,396 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $3,530 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cementation Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Sandy, UT
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation
- Empower Advisor Group, LLC — Schedule C compensation
- 3 38 Investment Fiduciaries Inc — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation