2023 Form 5500 filing — Tax Deferred Savings & Profit Sharing Plan Of Specialty Steel Treating, Inc.
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 20241010135621NAL0021123137001) for Tax Deferred Savings & Profit Sharing Plan Of Specialty Steel Treating, Inc., reported by Specialty Steel Treating, Inc. under EIN 38-1513385 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010135621NAL0021123137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialty Steel Treating, Inc.
- EIN
- 38-1513385
- Plan number
- 002
- Location
- Fraser, MI
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,479,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,479,428
- Employer contributions
- $168,177
- Participant contributions
- $943,792
- Total income / additions
- $3,670,274
- Benefits paid
- $1,197,837
- Administrative expenses
- $61,498
- Total expenses
- $1,259,335
- Net increase / (decrease)
- $2,410,939
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates, Inc. | OTHER | $56,498 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $5,000 | $0 |