Van Eaton Ready Mix 401(K) Plan — Form 5500 plan (Van Eaton Ready Mix, 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, Van Eaton Ready Mix 401(K) Plan is a benefit plan reported by Van Eaton Ready Mix, Inc. under EIN 73-1546367 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $3,738,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Van Eaton Ready Mix, Inc.
- EIN
- 73-1546367
- Plan number
- 001
- Plan type
- 2
- Location
- Shawnee, OK
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $3,738,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241001084603NAL0011208528002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,738,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,738,660
- Net assets (BOY)
- $2,640,824
Income & contributions
- Employer contributions
- $362,139
- Participant contributions
- $616,869
- Total contributions
- $1,064,411
- Total income / additions
- $1,512,236
Expenses & distributions
- Benefits paid
- $343,662
- Administrative expenses
- $45,267
- Total expenses
- $414,400
- Net increase / (decrease)
- $1,097,836
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Access Financial Resources Inc | INVESTMENT ADVISOR | $9,645 | $0 | 2023 |
| Edward D. Jones & Co., L.P. | INVESTMENT ADVISOR | $6,090 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,825 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc (U.S.A) | RECORDKEEPER | $629 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Van Eaton Ready Mix, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Shawnee, OK
- Access Financial Resources Inc — Schedule C compensation
- Edward D. Jones & Co., L.P. — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associates Inc (U.S.A) — Schedule C compensation