Beran Concrete, Inc. Profit Sharing 401(K) Plan & Trust — Form 5500 plan (Beran 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, Beran Concrete, Inc. Profit Sharing 401(K) Plan & Trust is a benefit plan reported by Beran Concrete, Inc. under EIN 48-1108753 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $3,775,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Beran Concrete, Inc.
EIN
48-1108753
Plan number
001
Plan type
2
Location
Wichita, KS
Latest filing year
2023
Participants
214
End-of-year plan assets
$3,775,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20241011145319NAL0012632883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,775,881
Total liabilities (EOY)
$0
Net assets (EOY)
$3,775,881
Net assets (BOY)
$2,429,923

Income & contributions

Employer contributions
$287,415
Participant contributions
$518,304
Total contributions
$937,750
Total income / additions
$1,490,272

Expenses & distributions

Benefits paid
$99,878
Administrative expenses
$44,436
Total expenses
$144,314
Net increase / (decrease)
$1,345,958

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Keating Financial Advisory ServicesNONE$26,420$02023
NationwideNONE$16,628$02023

Related Form 5500 pages