2023 Form 5500 filing — Steel Equipment Specialists, LLC 401(K) 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 20240827132538NAL0021797730001) for Steel Equipment Specialists, LLC 401(K) Plan, reported by Steel Equipment Specialists, LLC under EIN 34-1909310 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827132538NAL0021797730001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Steel Equipment Specialists, LLC
- EIN
- 34-1909310
- Plan number
- 001
- Location
- Alliance, OH
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,475,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,475,460
- Employer contributions
- $765,127
- Participant contributions
- $1,611,109
- Total income / additions
- $6,450,317
- Benefits paid
- $1,431,554
- Administrative expenses
- $91,220
- Total expenses
- $1,522,774
- Net increase / (decrease)
- $4,927,543
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $67,229 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $23,044 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $947 | not reported in the loaded dataset |