2023 Form 5500 filing — Copperweld Bimetallics LLC 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 20241015161316NAL0015054739001) for Copperweld Bimetallics LLC Savings Plan, reported by Copperweld Bimetallics LLC under EIN 98-0467972 and plan number 001. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.2MReported net assets$13,171,263
Participants312
Provider compensation$4.6K1 Schedule C row(s)$4,587
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015161316NAL0015054739001
Plan sponsor
Copperweld Bimetallics LLC
EIN
98-0467972
Plan number
001
Location
Fayetteville, TN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.2M total assets
Net assets$13.2MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$783.9K
Participant$1.3M
Full reported line items
Total assets (EOY)
$13,171,263
Total liabilities (EOY)
$0
Net assets (EOY)
$13,171,263
Employer contributions
$783,865
Participant contributions
$1,333,734
Total income / additions
$4,981,520
Benefits paid
$2,469,448
Administrative expenses
$4,587
Total expenses
$2,489,003
Net increase / (decrease)
$2,492,517

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$4,587$0

Related Form 5500 pages