2023 Form 5500 filing — Smalley Usa 401k Retirement Savings 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 20250711104520NAL0004174403001) for Smalley Usa 401k Retirement Savings Plan, reported by Smalley Steel Ring Co under EIN 36-2517995 and plan number 002. It reports 732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711104520NAL0004174403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smalley Steel Ring Co
- EIN
- 36-2517995
- Plan number
- 002
- Location
- Lake Zurich, IL
- Participants
- 732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,882,944
- Net assets (EOY)
- $98,882,944
- Employer contributions
- $583,081
- Participant contributions
- $3,125,733
- Total income / additions
- $25,148,052
- Benefits paid
- $5,566,653
- Administrative expenses
- $87,366
- Total expenses
- $5,654,019
- Net increase / (decrease)
- $19,494,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | ADVISOR | $67,575 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $19,791 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |