2023 Form 5500 filing — Auer Steel & Heating Supply Company Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240821145324NAL0002454531001) for Auer Steel & Heating Supply Company Retirement Plan, reported by Auer Steel & Heating Supply Co. under EIN 39-0139306 and plan number 002. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821145324NAL0002454531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Auer Steel & Heating Supply Co.
- EIN
- 39-0139306
- Plan number
- 002
- Location
- Milwaukee, WI
- Participants
- 381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,113,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,113,567
- Employer contributions
- $1,322,943
- Participant contributions
- $2,097,541
- Total income / additions
- $8,921,935
- Benefits paid
- $2,398,560
- Administrative expenses
- $77,722
- Total expenses
- $2,476,282
- Net increase / (decrease)
- $6,445,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $77,722 | $0 |
| Harbour Investments, Inc. | SERVICE PROVIDER | $0 | $43,471 |