Certified Concrete, Inc. Retirement Savings Plan — Form 5500 plan (Certified Concrete, 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, Certified Concrete, Inc. Retirement Savings Plan is a benefit plan reported by Certified Concrete, Inc. under EIN 33-0844060 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $3,602,265 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.6MPlan net assets, end of year$3,585,865
Participants149Covered participants reported
Assets / participant$24.2KComputed: assets ÷ participants$24,176 (computed)
Provider compensation$18.8K2 Schedule C provider row(s)$18,750
Plan sponsor
Certified Concrete, Inc.
EIN
33-0844060
Plan number
001
Plan type
2
Location
Escondido, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241002080705NAL0004659523001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$16.4K
Money in vs. money out
Total income / additions$832.3K
Total expenses$592K
Benefits paid / distributions$417.5K
Contributions
Employer$78K
Participant$205.9K
Full reported line items

Net assets

Total assets (EOY)
$3,602,265
Total liabilities (EOY)
$16,400
Net assets (EOY)
$3,585,865
Net assets (BOY)
$3,345,513

Income & contributions

Employer contributions
$77,956
Participant contributions
$205,933
Total contributions
$288,055
Total income / additions
$832,303

Expenses & distributions

Benefits paid
$417,491
Administrative expenses
$76,040
Total expenses
$591,951
Net increase / (decrease)
$240,352
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Matranga & CompanyNONE$9,375not reported in the loaded dataset2023
American United Life Insurance CoNONE$9,375not reported in the loaded dataset2023

Related Form 5500 pages