The Quikrete Companies Profit Sharing And Tax — Form 5500 plan (The Quikrete Companies)
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, The Quikrete Companies Profit Sharing And Tax is a benefit plan reported by The Quikrete Companies under EIN 31-1683563 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,091 participants and $544,846,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Quikrete Companies
- EIN
- 31-1683563
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 13,091
- End-of-year plan assets
- $544,846,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,091 | H, C | 20241015092705NAL0016056067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $544,846,720
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $544,846,720
- Net assets (BOY)
- $372,503,739
Income & contributions
- Employer contributions
- $29,608,868
- Participant contributions
- $34,989,541
- Total contributions
- $70,315,401
- Total income / additions
- $142,768,106
Expenses & distributions
- Benefits paid
- $35,770,642
- Administrative expenses
- $1,183,076
- Total expenses
- $38,445,707
- Net increase / (decrease)
- $104,322,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $974,268 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $97,336 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global Banking Op | SERVICE PROVIDER | $93,972 | not reported in the loaded dataset | 2023 |
| Cohn Reznick Advisory Assurance | SERVICE PROVIDER | $17,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Quikrete Companies
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Morgan Stanley Global Banking Op — Schedule C compensation
- Cohn Reznick Advisory Assurance — Schedule C compensation