Zachry Corporation Employees 401(K) Plan — Form 5500 plan (Zachry Construction & Materials,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, Zachry Corporation Employees 401(K) Plan is a benefit plan reported by Zachry Construction & Materials,Inc. under EIN 26-0868629 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,664 participants and $227,840,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zachry Construction & Materials,Inc.
- EIN
- 26-0868629
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 3,664
- End-of-year plan assets
- $227,840,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,664 | H, C | 20241011163612NAL0023245537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $227,840,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $227,840,937
- Net assets (BOY)
- $187,302,873
Income & contributions
- Employer contributions
- $8,060,993
- Participant contributions
- $10,619,356
- Total contributions
- $19,631,047
- Total income / additions
- $60,481,804
Expenses & distributions
- Benefits paid
- $20,095,404
- Administrative expenses
- -$183,481
- Total expenses
- $19,943,740
- Net increase / (decrease)
- $40,538,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Kaplan LLC | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell, Llp | ACCOUNTANT/AUDITOR | $15,965 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$259,704 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zachry Construction & Materials,Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Shepherd Kaplan LLC — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation