Custom Concrete Co., Inc. Savings And Retirement Plan — Form 5500 plan (Custom Concrete Co., 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, Custom Concrete Co., Inc. Savings And Retirement Plan is a benefit plan reported by Custom Concrete Co., Inc under EIN 35-1659094 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $20,580,562 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Custom Concrete Co., Inc
EIN
35-1659094
Plan number
001
Plan type
2
Location
Westfield, IN
Latest filing year
2023
Participants
451
End-of-year plan assets
$20,580,562

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023451H, C20241014171546NAL0045449968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,580,562
Total liabilities (EOY)
$0
Net assets (EOY)
$20,580,562
Net assets (BOY)
$17,071,068

Income & contributions

Employer contributions
$510,554
Participant contributions
$1,720,024
Total contributions
$2,403,880
Total income / additions
$5,097,116

Expenses & distributions

Benefits paid
$1,527,232
Administrative expenses
$60,390
Total expenses
$1,587,622
Net increase / (decrease)
$3,509,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoRECORD KEEPER$8,531$02023
Global Retirement PartnersINVESTMENT ADVISOR$6,750not reported in the loaded dataset2023
American United Life Insurance CoRECORDKEEPER$0$5,4352023

Related Form 5500 pages