Steel Fab 401k Plan A Division Of Samuel, Son & Co. (Usa) Inc. — Form 5500 plan (Samuel, Son & Co. (Usa) Inc.)
Plain-English plan 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, Steel Fab 401k Plan A Division Of Samuel, Son & Co. (Usa) Inc. is a benefit plan reported by Samuel, Son & Co. (Usa) Inc. under EIN 06-1251791 and plan number 008. The latest loaded filing year is 2023. The filing reports 210 participants and $2,025,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samuel, Son & Co. (Usa) Inc.
- EIN
- 06-1251791
- Plan number
- 008
- Plan type
- 2
- Location
- Woodridge, IL
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $2,025,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20250319142130NAL0008621152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,025,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,025,455
- Net assets (BOY)
- $1,559,999
Income & contributions
- Employer contributions
- $135,867
- Participant contributions
- $194,759
- Total contributions
- $330,626
- Total income / additions
- $619,822
Expenses & distributions
- Benefits paid
- $141,286
- Administrative expenses
- $13,080
- Total expenses
- $154,366
- Net increase / (decrease)
- $465,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $3,965 | $0 | 2023 |
| Pps Pension & Financial Services | CONTRACT ADMIN | $1,780 | $1,214 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $1,226 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samuel, Son & Co. (Usa) Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Woodridge, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Pps Pension & Financial Services — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation