2023 Form 5500 filing — Speedy Metals, LLC Profit Sharing 401(K) Plan And Trust
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 20240916080902NAL0003211426001) for Speedy Metals, LLC Profit Sharing 401(K) Plan And Trust, reported by Speedy Metals, LLC under EIN 39-2027025 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916080902NAL0003211426001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Speedy Metals, LLC
- EIN
- 39-2027025
- Plan number
- 001
- Location
- New Berlin, WI
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,561,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,561,241
- Employer contributions
- $279,181
- Participant contributions
- $355,868
- Total income / additions
- $1,664,185
- Benefits paid
- $707,568
- Administrative expenses
- $53,919
- Total expenses
- $761,487
- Net increase / (decrease)
- $902,698
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $34,994 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $17,234 | not reported in the loaded dataset |
| Integrity Retirement Plan Services | CONTRACT ADMIN | $4,842 | $5,744 |
| Carnow & Associates, Ltd. | CONTRACT ADMIN | $2,009 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $157 | not reported in the loaded dataset |