Southern Concrete Materials, Inc. Salary Deferral And Profit Sharing Plan — Form 5500 plan (Southern Concrete Materials, 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, Southern Concrete Materials, Inc. Salary Deferral And Profit Sharing Plan is a benefit plan reported by Southern Concrete Materials, Inc. under EIN 56-0663876 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $10,248,221 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Concrete Materials, Inc.
EIN
56-0663876
Plan number
001
Plan type
2
Location
Salisbury, NC
Latest filing year
2023
Participants
433
End-of-year plan assets
$10,248,221

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023433H, C20250113152436NAL0018433249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,248,221
Total liabilities (EOY)
$0
Net assets (EOY)
$10,248,221
Net assets (BOY)
$8,756,343

Income & contributions

Employer contributions
$628,900
Participant contributions
$955,208
Total contributions
$1,584,108
Total income / additions
$2,908,706

Expenses & distributions

Benefits paid
$1,365,470
Administrative expenses
$46,493
Total expenses
$1,416,828
Net increase / (decrease)
$1,491,878

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$46,493$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages