2023 Form 5500 filing — Clinton Aluminum 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 20240911084000NAL0006787665001) for Clinton Aluminum 401(K) Plan, reported by Clinton Aluminum Distribution, Inc. under EIN 27-2845414 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.8MReported net assets$6,845,063
Participants191
Provider compensation$55.9K3 Schedule C row(s)$55,902
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240911084000NAL0006787665001
- Plan sponsor
- Clinton Aluminum Distribution, Inc.
- EIN
- 27-2845414
- Plan number
- 001
- Location
- Norton, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,845,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,845,063
- Employer contributions
- $255,207
- Participant contributions
- $466,587
- Total income / additions
- $1,577,683
- Benefits paid
- $128,478
- Administrative expenses
- $58,323
- Total expenses
- $208,942
- Net increase / (decrease)
- $1,368,741
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INV ADVISOR | $32,602 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $23,175 | $0 |
| Cbiz Benefits & Ins Services Inc. | CONTRACT ADMIN | $125 | not reported in the loaded dataset |