2023 Form 5500 filing — O'Neal Steel 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 20241008104320NAL0008271315001) for O'Neal Steel 401(K) Plan, reported by O'Neal Steel, Inc. under EIN 63-0196990 and plan number 002. It reports 3,712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008104320NAL0008271315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- O'Neal Steel, Inc.
- EIN
- 63-0196990
- Plan number
- 002
- Location
- Birmingham, AL
- Participants
- 3,712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $381,968,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $381,968,388
- Employer contributions
- $9,925,100
- Participant contributions
- $18,014,422
- Total income / additions
- $96,389,655
- Benefits paid
- $35,109,981
- Administrative expenses
- $15,465
- Total expenses
- $35,146,875
- Net increase / (decrease)
- $61,242,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $207,713 | not reported in the loaded dataset |
| Bms&S, LLC | ACCOUNTANT/AUDITOR | $32,046 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$224,294 | $0 |