2023 Form 5500 filing — Haven Steel Products 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 20241014082352NAL0014644051001) for Haven Steel Products Retirement Plan, reported by Haven Steel Products, Inc. under EIN 48-0760716 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082352NAL0014644051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Haven Steel Products, Inc.
- EIN
- 48-0760716
- Plan number
- 001
- Location
- Haven, KS
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,876,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,876,999
- Employer contributions
- $345,466
- Participant contributions
- $446,088
- Total income / additions
- $1,154,281
- Benefits paid
- $745,662
- Administrative expenses
- $19,835
- Total expenses
- $765,497
- Net increase / (decrease)
- $388,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Olsen Thielen & Co., Ltd. | ACCOUNTANT/AUDITOR | $13,000 | not reported in the loaded dataset |
| Lion Street Financial LLC | ADVISOR | $0 | $8,352 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,835 | $0 |