2023 Form 5500 filing — Spartanburg Steel Products, Inc. 401(K) Savings And Investment Plan For Bargained For Employees
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 20241015071057NAL0027746193001) for Spartanburg Steel Products, Inc. 401(K) Savings And Investment Plan For Bargained For Employees, reported by Spartanburg Steel Holdings, Inc. under EIN 31-1039895 and plan number 004. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015071057NAL0027746193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spartanburg Steel Holdings, Inc.
- EIN
- 31-1039895
- Plan number
- 004
- Location
- Spartanburg, SC
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,045,003
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,045,003
- Employer contributions
- $150,509
- Participant contributions
- $393,524
- Total income / additions
- $1,081,600
- Benefits paid
- $551,135
- Administrative expenses
- $37,434
- Total expenses
- $586,912
- Net increase / (decrease)
- $494,688
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $25,684 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $8,264 | not reported in the loaded dataset |
| Cbiz Benefits & Ins Services | CONTRACT ADMIN | $0 | $4,467 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,446 | not reported in the loaded dataset |