2023 Form 5500 filing — Amsted Retirement Savings Plan For Bargaining Employees
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 20250714082344NAL0002175842001) for Amsted Retirement Savings Plan For Bargaining Employees, reported by Amsted Industries, Inc. under EIN 36-0730380 and plan number 080. It reports 1,410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$69.5MReported net assets$69,532,025
Participants1.4K1,410
Provider compensation$116.3K3 Schedule C row(s)$116,251
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250714082344NAL0002175842001
- Plan sponsor
- Amsted Industries, Inc.
- EIN
- 36-0730380
- Plan number
- 080
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$69.5M total assets
Net assets$69.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $69,532,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,532,025
- Employer contributions
- $2,841,491
- Participant contributions
- $3,271,242
- Total income / additions
- $19,898,675
- Benefits paid
- $6,762,607
- Administrative expenses
- $116,251
- Total expenses
- $6,954,636
- Net increase / (decrease)
- $12,944,039
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $97,494 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $11,082 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT/AUDITOR | $7,675 | not reported in the loaded dataset |