Albuquerque Asphalt, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Albuquerque Asphalt, 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, Albuquerque Asphalt, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Albuquerque Asphalt, Inc. under EIN 85-0285175 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $5,843,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Albuquerque Asphalt, Inc.
- EIN
- 85-0285175
- Plan number
- 001
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $5,843,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20251008114242NAL0005493265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,843,270
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,843,270
- Net assets (BOY)
- $4,484,565
Income & contributions
- Employer contributions
- $286,937
- Participant contributions
- $603,790
- Total contributions
- $904,589
- Total income / additions
- $1,636,199
Expenses & distributions
- Benefits paid
- $237,976
- Administrative expenses
- $39,518
- Total expenses
- $277,494
- Net increase / (decrease)
- $1,358,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Heartland Consultants | INVESTMENT ADVISORY | $24,095 | $4 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,887 | $0 | 2023 |
| Pension Planning Consultants, Inc. | CONTRACT ADMINISTRATOR | $3,533 | $1,912 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| First Heartland Consultants, Inc | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Albuquerque Asphalt, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- First Heartland Consultants — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Pension Planning Consultants, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation
- First Heartland Consultants, Inc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation