2023 Form 5500 filing — Alton Steel, Inc. 401(K) 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 20250528171918NAL0017969426001) for Alton Steel, Inc. 401(K) Plan, reported by Alton Steel, Inc. under EIN 37-1414820 and plan number 002. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250528171918NAL0017969426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alton Steel, Inc.
- EIN
- 37-1414820
- Plan number
- 002
- Location
- Alton, IL
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,203,712
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,203,712
- Employer contributions
- $222,912
- Participant contributions
- $1,350,863
- Total income / additions
- $6,467,778
- Benefits paid
- $2,657,651
- Administrative expenses
- $91,452
- Total expenses
- $2,749,103
- Net increase / (decrease)
- $3,718,675
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc | INVESTMENT ADVISORY | $52,163 | $11 |
| Principal Life Insurance Company | CONTRACT ADMIN | $38,708 | $0 |
| Benefit Plans Plus, LLC | CONTRACT ADMINISTRATOR | $575 | $10,432 |