Who sponsors the National Cement Company Of Alabama, Inc. Union 401(K) Plan?

National Cement Company Of Alabama, Inc. Union 401(K) Plan is reported as sponsored by National Cement Company Of Alabama, Inc. (EIN 63-1029293, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for National Cement Company Of Alabama, Inc. Union 401(K) Plan?

The latest Form 5500 filing year loaded for National Cement Company Of Alabama, Inc. Union 401(K) Plan is 2023.

How many participants does National Cement Company Of Alabama, Inc. Union 401(K) Plan report?

National Cement Company Of Alabama, Inc. Union 401(K) Plan reports 125 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for National Cement Company Of Alabama, Inc. Union 401(K) Plan?

National Cement Company Of Alabama, Inc. Union 401(K) Plan reports $10,430,904 in end-of-year plan assets in its latest loaded Form 5500 filing.

National Cement Company Of Alabama, Inc. Union 401(K) Plan — Form 5500 plan (National Cement Company Of Alabama, 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, National Cement Company Of Alabama, Inc. Union 401(K) Plan is a benefit plan reported by National Cement Company Of Alabama, Inc. under EIN 63-1029293 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $10,430,904 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.4MPlan net assets, end of year$10,430,904

Participants125Covered participants reported

Assets / participant$83.4KComputed: assets ÷ participants$83,447 (computed)

Provider compensation$24.6K2 Schedule C provider row(s)$24,622

Plan sponsor: National Cement Company Of Alabama, Inc.
EIN: 63-1029293
Plan number: 001
Plan type: 2
Location: Birmingham, AL
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	125	H, C	20241015134724NAL0016523475001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.4M total assets

Net assets$10.4MLiabilities$0

Money in vs. money out

Total income / additions$2.8M

Total expenses$1.1M

Benefits paid / distributions$1.1M

Contributions

Employer$566.1K

Participant$727.7K

Full reported line items

Net assets

Total assets (EOY): $10,430,904
Total liabilities (EOY): $0
Net assets (EOY): $10,430,904
Net assets (BOY): $8,858,441

Income & contributions

Employer contributions: $566,053
Participant contributions: $727,688
Total contributions: $1,297,547
Total income / additions: $2,762,108

Expenses & distributions

Benefits paid: $1,073,396
Administrative expenses: $24,622
Total expenses: $1,111,264
Net increase / (decrease): $1,650,844

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

44%56%

Employer 44%Participant 56%

Total expenses ÷ net assets11%Computed ratio

Benefits paid ÷ total income39%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Principal Life Insurance Company	CONTRACT ADMINISTRATOR	$17,019	$0	2023
Morgan Stanley Gbo	INVESTMENT ADVISORY	$7,603	not reported in the loaded dataset	2023