2023 Form 5500 filing — A. M. Castle & Co. 401(K) Savings And Retirement 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 20241015203323NAL0015378515001) for A. M. Castle & Co. 401(K) Savings And Retirement Plan, reported by A. M. Castle & Co. under EIN 36-0879160 and plan number 002. It reports 795 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015203323NAL0015378515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A. M. Castle & Co.
- EIN
- 36-0879160
- Plan number
- 002
- Location
- Oak Brook, IL
- Participants
- 795
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,203,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,203,499
- Employer contributions
- $1,167,484
- Participant contributions
- $3,064,282
- Total income / additions
- $14,845,921
- Benefits paid
- $8,694,140
- Administrative expenses
- $199,328
- Total expenses
- $8,894,136
- Net increase / (decrease)
- $5,951,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $112,400 | $0 |
| Creative Planning | INVESTMENT ADVISORY | $48,393 | $18 |
| Baker Tilly Us, Llp | ACCOUNTANT | $23,096 | $4 |
| Securities America Advis | INVESTMENT ADVISORY | $13,892 | $7 |