2023 Form 5500 filing — Bristol Metals, Lp Profit Sharing Plan - Plan A
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 20250106103832NAL0016047202001) for Bristol Metals, Lp Profit Sharing Plan - Plan A, reported by Bristol Metals, Lp under EIN 58-2245237 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250106103832NAL0016047202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bristol Metals, Lp
- EIN
- 58-2245237
- Plan number
- 001
- Location
- Bristol, TN
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,087,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,087,027
- Employer contributions
- $285,047
- Participant contributions
- $202,142
- Total income / additions
- $1,594,794
- Benefits paid
- $622,863
- Administrative expenses
- $41,888
- Total expenses
- $664,751
- Net increase / (decrease)
- $930,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $22,286 | $0 |
| Ftb Advisors Inc | ADVISOR | $19,602 | not reported in the loaded dataset |