2023 Form 5500 filing — Steel Fab 401k Plan A Division Of Samuel, Son & Co. (Usa) Inc.
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 20250319142130NAL0008621152001) for Steel Fab 401k Plan A Division Of Samuel, Son & Co. (Usa) Inc., reported by Samuel, Son & Co. (Usa) Inc. under EIN 06-1251791 and plan number 008. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319142130NAL0008621152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Samuel, Son & Co. (Usa) Inc.
- EIN
- 06-1251791
- Plan number
- 008
- Location
- Woodridge, IL
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,025,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,025,455
- Employer contributions
- $135,867
- Participant contributions
- $194,759
- Total income / additions
- $619,822
- Benefits paid
- $141,286
- Administrative expenses
- $13,080
- Total expenses
- $154,366
- Net increase / (decrease)
- $465,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $3,965 | $0 |
| Pps Pension & Financial Services | CONTRACT ADMIN | $1,780 | $1,214 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $1,226 | not reported in the loaded dataset |