Centric 401(K) Plan — Form 5500 plan (Centric Construction, 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, Centric 401(K) Plan is a benefit plan reported by Centric Construction, Inc. under EIN 81-0608550 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $13,182,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centric Construction, Inc.
- EIN
- 81-0608550
- Plan number
- 001
- Plan type
- 3
- Location
- Brisbane, CA
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $13,182,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20240703174810NAL0004771939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,182,750
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,182,750
- Net assets (BOY)
- $10,423,934
Income & contributions
- Employer contributions
- $380,930
- Participant contributions
- $782,258
- Total contributions
- $1,613,917
- Total income / additions
- $3,600,285
Expenses & distributions
- Benefits paid
- $762,028
- Administrative expenses
- $79,441
- Total expenses
- $841,469
- Net increase / (decrease)
- $2,758,816
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $45,425 | $0 | 2023 |
| Lpl Financial Corporation | INVESTMENT ADVISORY - PL | $28,252 | not reported in the loaded dataset | 2023 |
| Sunwest Pensions | RECORDKEEPER | $3,575 | $0 | 2023 |
| July Business Services | RECORDKEEPER | $2,275 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centric Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Brisbane, CA
- Transamerica Financial Life Insuran — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Sunwest Pensions — Schedule C compensation
- July Business Services — Schedule C compensation