Mason Construction 401(K) Profit Sharing Plan — Form 5500 plan (Mason Construction, LLC)
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, Mason Construction 401(K) Profit Sharing Plan is a benefit plan reported by Mason Construction, LLC under EIN 74-1675517 and plan number 002. The latest loaded filing year is 2023. The filing reports 372 participants and $33,614,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mason Construction, LLC
- EIN
- 74-1675517
- Plan number
- 002
- Plan type
- 2
- Location
- Beaumont, TX
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $33,614,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20241212085910NAL0024864130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,614,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,614,134
- Net assets (BOY)
- $26,911,360
Income & contributions
- Employer contributions
- $1,038,740
- Participant contributions
- $1,611,937
- Total contributions
- $2,992,093
- Total income / additions
- $7,807,171
Expenses & distributions
- Benefits paid
- $1,010,355
- Administrative expenses
- $53,336
- Total expenses
- $1,104,397
- Net increase / (decrease)
- $6,702,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,236 | $0 | 2023 |
| Sageview Advisory Group, LLC | CONSULT/INVEST ADVISOR | $17,500 | not reported in the loaded dataset | 2023 |
| Wathen Deshong & Juncker | ACCOUNTANT/AUDITOR | $12,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mason Construction, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Beaumont, TX
- Fidelity Investments Institutional — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Wathen Deshong & Juncker — Schedule C compensation