2023 Form 5500 filing — Dave Steel Company, Inc. 401(K) Retirement 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 20241011101456NAL0022549649001) for Dave Steel Company, Inc. 401(K) Retirement Plan, reported by Dave Steel Company, Inc. under EIN 56-0196312 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101456NAL0022549649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dave Steel Company, Inc.
- EIN
- 56-0196312
- Plan number
- 001
- Location
- Asheville, NC
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,085,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,085,115
- Employer contributions
- $244,803
- Participant contributions
- $417,206
- Total income / additions
- $1,528,537
- Benefits paid
- $1,594,447
- Administrative expenses
- $37,952
- Total expenses
- $1,632,399
- Net increase / (decrease)
- -$103,862
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Colton Groome Financial Advisors | ADVISOR | $22,717 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,067 | not reported in the loaded dataset |