Concrete Express, Inc. 401(K) Plan — Form 5500 plan (Concrete Express, 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, Concrete Express, Inc. 401(K) Plan is a benefit plan reported by Concrete Express, Inc. under EIN 84-1077066 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $8,287,156 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concrete Express, Inc.
EIN
84-1077066
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
361
End-of-year plan assets
$8,287,156

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20241014133217NAL0044652560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,287,156
Total liabilities (EOY)
$0
Net assets (EOY)
$8,287,156
Net assets (BOY)
$6,962,932

Income & contributions

Employer contributions
$187,279
Participant contributions
$649,759
Total contributions
$877,301
Total income / additions
$1,821,689

Expenses & distributions

Benefits paid
$452,347
Administrative expenses
$45,118
Total expenses
$497,465
Net increase / (decrease)
$1,324,224

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Growstrong Wealth Strategies, LLCFINANCIAL ADVISOR$25,006not reported in the loaded dataset2023
At Retirement ServicesN/A$20,112not reported in the loaded dataset2023

Related Form 5500 pages