2023 Form 5500 filing — Befesa Zinc Us Inc. Hourly Retirement Savings 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 20241014084150NAL0026840769001) for Befesa Zinc Us Inc. Hourly Retirement Savings Plan, reported by Befesa Zinc Us Inc. under EIN 20-0447346 and plan number 004. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014084150NAL0026840769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Befesa Zinc Us Inc.
- EIN
- 20-0447346
- Plan number
- 004
- Location
- Moon Twp, PA
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,331,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,331,617
- Employer contributions
- $289,683
- Participant contributions
- $602,267
- Total income / additions
- $2,315,546
- Benefits paid
- $1,927,823
- Administrative expenses
- $37,818
- Total expenses
- $1,966,936
- Net increase / (decrease)
- $348,610
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,818 | $0 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $9,683 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |