2023 Form 5500 filing — Sioux City Foundry 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 20241014164511NAL0027890257008) for Sioux City Foundry 401(K) Plan, reported by Sioux City Foundry Co under EIN 42-0942411 and plan number 003. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014164511NAL0027890257008
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sioux City Foundry Co
- EIN
- 42-0942411
- Plan number
- 003
- Location
- Sioux City, IA
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,264,602
- Net assets (EOY)
- $7,264,602
- Employer contributions
- $78,439
- Participant contributions
- $215,229
- Total income / additions
- $1,316,759
- Benefits paid
- $791,954
- Administrative expenses
- $34,872
- Total expenses
- $826,826
- Net increase / (decrease)
- $489,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security National Bank | RECORDKEEPER | $35,074 | not reported in the loaded dataset |
| Henjes Conner & Williams Pc | AUDITOR | $12,900 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $3,014 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |