Nbr/R&R 401(K) Plan — Form 5500 plan (Nelson Bros Ready Mix, Ltd.)
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, Nbr/R&R 401(K) Plan is a benefit plan reported by Nelson Bros Ready Mix, Ltd. under EIN 75-2944168 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $1,273,240 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.3MPlan net assets, end of year$1,273,240
Participants279Covered participants reported
Assets / participant$4.6KComputed: assets ÷ participants$4,564 (computed)
Provider compensation$24.2K3 Schedule C provider row(s)$24,191
- Plan sponsor
- Nelson Bros Ready Mix, Ltd.
- EIN
- 75-2944168
- Plan number
- 001
- Plan type
- 2
- Location
- Lewisville, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241011123226NAL0022741649001 |
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)$1.3M total assets
Net assets$1.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,273,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,273,240
- Net assets (BOY)
- $611,529
Income & contributions
- Employer contributions
- $245,876
- Participant contributions
- $468,270
- Total contributions
- $714,146
- Total income / additions
- $857,352
Expenses & distributions
- Benefits paid
- $170,220
- Administrative expenses
- $25,421
- Total expenses
- $195,641
- Net increase / (decrease)
- $661,711
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.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $13,512 | $0 | 2023 |
| Pension Planning Consultants Inc | CONTRACT ADMIN | $6,411 | $0 | 2023 |
| Scf Investment Advisors Inc | INVESTMENT ADVISOR | $4,268 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nelson Bros Ready Mix, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Lewisville, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Pension Planning Consultants Inc — Schedule C compensation
- Scf Investment Advisors Inc — Schedule C compensation