Geiger Ready-Mix Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Geiger Ready-Mix 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, Geiger Ready-Mix Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Geiger Ready-Mix Co., Inc. under EIN 48-0794640 and plan number 002. The latest loaded filing year is 2023. The filing reports 304 participants and $22,197,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Geiger Ready-Mix Co., Inc.
- EIN
- 48-0794640
- Plan number
- 002
- Plan type
- 2
- Location
- Shawnee Mission, KS
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $22,197,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20241015143458NAL0028783825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,197,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,197,303
- Net assets (BOY)
- $19,167,038
Income & contributions
- Employer contributions
- $519,357
- Participant contributions
- $1,028,560
- Total contributions
- $1,552,929
- Total income / additions
- $5,024,597
Expenses & distributions
- Benefits paid
- $1,907,278
- Administrative expenses
- $87,054
- Total expenses
- $1,994,332
- Net increase / (decrease)
- $3,030,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Advisory Services, LLC | BROKER DEALER | $69,844 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $26,025 | $6,809 | 2023 |
| Tax Favored Benefits, Inc. | TPA | $17,210 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | 3(21) | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Geiger Ready-Mix Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Shawnee Mission, KS
- Ameritas Advisory Services, LLC — Schedule C compensation
- Nationwide — Schedule C compensation
- Tax Favored Benefits, Inc. — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation