Gms Concrete Specialists, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Gms Concrete Specialists, 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, Gms Concrete Specialists, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Gms Concrete Specialists, Inc. under EIN 86-0487400 and plan number 002. The latest loaded filing year is 2023. The filing reports 146 participants and $3,895,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gms Concrete Specialists, Inc.
- EIN
- 86-0487400
- Plan number
- 002
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $3,895,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20240911151941NAL0008722433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,895,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,895,741
- Net assets (BOY)
- $2,833,890
Income & contributions
- Employer contributions
- $379,746
- Participant contributions
- $408,417
- Total contributions
- $788,163
- Total income / additions
- $1,230,340
Expenses & distributions
- Benefits paid
- $160,564
- Administrative expenses
- $7,925
- Total expenses
- $168,489
- Net increase / (decrease)
- $1,061,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Matrix Wealth Management, Inc | INVESTMENT ADVISOR | $16,472 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | INVESTMENT MANAGEMENT | $6,175 | not reported in the loaded dataset | 2023 |
| Capital Research And Management Co | RECORDKEEPER | $1,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gms Concrete Specialists, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Matrix Wealth Management, Inc — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Capital Research And Management Co — Schedule C compensation