Superior Ready Mix Concrete, L.P. Profit Sharing/401(K) Plan — Form 5500 plan (Superior Ready Mix Concrete Lp)

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, Superior Ready Mix Concrete, L.P. Profit Sharing/401(K) Plan is a benefit plan reported by Superior Ready Mix Concrete Lp under EIN 33-0324782 and plan number 002. The latest loaded filing year is 2023. The filing reports 856 participants and $83,153,062 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Superior Ready Mix Concrete Lp
EIN
33-0324782
Plan number
002
Plan type
2
Location
Escondido, CA
Latest filing year
2023
Participants
856
End-of-year plan assets
$83,153,062

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023856H, C20241014164345NAL0015312131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$83,153,062
Total liabilities (EOY)
$0
Net assets (EOY)
$83,153,062
Net assets (BOY)
$69,000,964

Income & contributions

Employer contributions
$3,207,012
Participant contributions
$3,826,010
Total contributions
$7,036,796
Total income / additions
$20,925,657

Expenses & distributions

Benefits paid
$6,656,909
Administrative expenses
$93,014
Total expenses
$6,773,559
Net increase / (decrease)
$14,152,098

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$57,676$02023
Strategic Advisors, Inc.ADVISOR$35,338not reported in the loaded dataset2023

Related Form 5500 pages