2023 Form 5500 filing — S & B Metal Products, Inc. Compensation Deferral Thrift 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 20250430122850NAL0001861873001) for S & B Metal Products, Inc. Compensation Deferral Thrift Plan, reported by S & B Metal Products, Inc. under EIN 34-1260398 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430122850NAL0001861873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S & B Metal Products, Inc.
- EIN
- 34-1260398
- Plan number
- 001
- Location
- Twinsburg, OH
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,124,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,124,670
- Employer contributions
- $50,985
- Participant contributions
- $319,542
- Total income / additions
- $1,600,527
- Benefits paid
- $347,113
- Administrative expenses
- $40,263
- Total expenses
- $389,420
- Net increase / (decrease)
- $1,211,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $24,938 | not reported in the loaded dataset |
| S & B Metal Products | OTHER | $13,000 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,325 | $0 |