Morgan Concrete Employees' Retirement Plan — Form 5500 plan (Morgan Concrete Company, 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, Morgan Concrete Employees' Retirement Plan is a benefit plan reported by Morgan Concrete Company, Inc. under EIN 58-1231830 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $9,452,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morgan Concrete Company, Inc.
- EIN
- 58-1231830
- Plan number
- 001
- Plan type
- 2
- Location
- Toccoa, GA
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $9,452,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20250414092015NAL0000694883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,452,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,452,382
- Net assets (BOY)
- $7,868,425
Income & contributions
- Employer contributions
- $251,061
- Participant contributions
- $707,325
- Total contributions
- $965,716
- Total income / additions
- $2,096,862
Expenses & distributions
- Benefits paid
- $470,900
- Administrative expenses
- $40,576
- Total expenses
- $512,905
- Net increase / (decrease)
- $1,583,957
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carson Advisory Inc | INVESTMENT ADVISOR | $22,622 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,968 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $986 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Morgan Concrete Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Toccoa, GA
- Carson Advisory Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation