2023 Form 5500 filing — Zekelman Industries Employees 401(K) And Pension 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 20241015091915NAL0016047315001) for Zekelman Industries Employees 401(K) And Pension Plan, reported by Wheatland Tube, LLC under EIN 23-1327437 and plan number 005. It reports 1,939 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091915NAL0016047315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wheatland Tube, LLC
- EIN
- 23-1327437
- Plan number
- 005
- Location
- Chicago, IL
- Participants
- 1,939
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,396,882
- Net assets (EOY)
- $207,396,882
- Employer contributions
- $9,385,274
- Participant contributions
- $8,891,761
- Total income / additions
- $52,457,404
- Benefits paid
- $15,129,885
- Administrative expenses
- $139,935
- Total expenses
- $15,273,293
- Net increase / (decrease)
- $37,184,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Consulting Associates | NONE | $79,237 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $39,995 | not reported in the loaded dataset |
| Cbiz Cpas, P.C. | NONE | $19,100 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |